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
$8.74B
AUM Growth
+$856M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10
New
Increased
Reduced
Closed

Top Buys

1
+$129M
2
+$107M
3
+$45.8M
4
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$27.1M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$23.5M

Top Sells

1
+$40.2M
2
+$8.86M
3
+$4.98M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.22B 36.84%
11,372,065
+377,631
2
$2.43B 27.85%
46,095,601
+2,436,012
3
$999M 11.43%
9,862,677
+232,340
4
$769M 8.8%
16,080,266
-185,130
5
$447M 5.11%
4,387,956
+9,759
6
$287M 3.29%
5,782,790
+233,999
7
$252M 2.89%
1,037,738
-165,208
8
$124M 1.42%
215,534
+79,460
9
$108M 1.24%
2,092,315
+523,529
10
$97.7M 1.12%
884,044
-45,107