W

Wealthfront Portfolio holdings

AUM $10.4B
1-Year Est. Return 6.15%
This Quarter Est. Return
1 Year Est. Return
+6.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.08B
AUM Growth
+$370M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,318
New
Increased
Reduced
Closed

Top Buys

1
+$105M
2
+$55.6M
3
+$34.8M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$34.1M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$28.6M

Top Sells

1
+$35.5M
2
+$3.52M
3
+$604K
4
BAC icon
Bank of America
BAC
+$602K
5
AGN
Allergan Inc
AGN
+$569K

Sector Composition

1 Communication Services 2.75%
2 Financials 1.14%
3 Healthcare 1.06%
4 Technology 0.95%
5 Industrials 0.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$225K 0.01%
1,601
+273
227
$222K 0.01%
2,310
+252
228
$222K 0.01%
5,264
-327
229
$221K 0.01%
2,288
+117
230
$219K 0.01%
1,704
+247
231
$217K 0.01%
3,056
+1,054
232
$216K 0.01%
3,670
+1,094
233
$215K 0.01%
2,671
+664
234
$214K 0.01%
4,306
+1,069
235
$214K 0.01%
5,210
+2,261
236
$210K 0.01%
1,063
+452
237
$208K 0.01%
9,006
+3,372
238
$207K 0.01%
4,365
-194
239
$205K 0.01%
3,373
+1,515
240
$205K 0.01%
5,265
-1,113
241
$204K 0.01%
3,620
-3,827
242
$204K 0.01%
2,253
+577
243
$203K 0.01%
9,157
+1,683
244
$200K 0.01%
2,335
+735
245
$200K 0.01%
8,852
-1,028
246
$199K 0.01%
5,022
+390
247
$198K 0.01%
3,165
+477
248
$197K 0.01%
2,834
+933
249
$197K 0.01%
6,482
+6
250
$195K 0.01%
2,492
+88
8 9
10
11 12