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
$7.88B
AUM Growth
+$372M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10
New
Increased
Reduced
Closed

Top Buys

1
+$119M
2
+$93.8M
3
+$40M
4
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$33.2M
5
IYR icon
iShares US Real Estate ETF
IYR
+$21.5M

Top Sells

1
+$23.7M
2
+$19M
3
+$8.32M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$2.94B 37.31%
10,994,434
+443,054
2
$2.16B 27.37%
43,659,589
+1,898,012
3
$935M 11.86%
9,630,337
+158,210
4
$712M 9.03%
16,265,396
-435,307
5
$384M 4.87%
4,378,197
+244,506
6
$259M 3.28%
1,202,946
-110,290
7
$244M 3.09%
5,548,791
+299,364
8
$99.2M 1.26%
929,151
-77,904
9
$78.3M 0.99%
1,568,786
+664,682
10
$74.5M 0.94%
136,074
+73,029