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
$8.99B
AUM Growth
+$385M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10
New
Increased
Reduced
Closed

Top Buys

1
+$95M
2
+$44.3M
3
+$42.6M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$29.8M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$26.8M

Top Sells

1
+$29.4M
2
+$4.9M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.15B 35.04%
11,457,212
+345,712
2
$2.53B 28.16%
49,789,539
+362,543
3
$1.02B 11.38%
10,341,692
+271,055
4
$761M 8.47%
16,822,932
+657,416
5
$450M 5%
4,696,857
+240,853
6
$357M 3.97%
6,049,600
+125,599
7
$254M 2.82%
880,806
-101,992
8
$204M 2.27%
362,456
+78,872
9
$170M 1.9%
3,408,794
+851,486
10
$88.6M 0.99%
797,453
-44,071