WI

WealthNavi Inc Portfolio holdings

AUM $10.8B
1-Year Est. Return 14.3%
This Quarter Est. Return
1 Year Est. Return
+14.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.51B
AUM Growth
+$615M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10
New
Increased
Reduced
Closed

Top Buys

1
+$79.8M
2
+$45.2M
3
+$40.7M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$39.6M
5
IAU icon
iShares Gold Trust
IAU
+$35.1M

Top Sells

1
+$14.2M
2
+$13M
3
+$8.43M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$2.74B 36.51%
10,551,380
-32,418
2
$2.1B 27.89%
41,761,577
+1,591,333
3
$928M 12.35%
9,472,127
+404,738
4
$698M 9.29%
16,700,703
+974,505
5
$372M 4.95%
4,133,691
+223,642
6
$270M 3.6%
1,313,236
-69,132
7
$221M 2.94%
5,249,427
+834,759
8
$108M 1.44%
1,007,055
-121,358
9
$45.2M 0.6%
904,104
+903,974
10
$33.1M 0.44%
63,045
+63,026