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
251
$194K 0.01%
1,445
+626
252
$190K 0.01%
886
+400
253
$190K 0.01%
7,909
-5,280
254
$190K 0.01%
6,968
+840
255
$188K 0.01%
25,755
-3,029
256
$188K 0.01%
4,521
+1,564
257
$185K 0.01%
2,490
-134
258
$185K 0.01%
2,440
+437
259
$184K 0.01%
2,437
+720
260
$184K 0.01%
3,094
+1,498
261
$184K 0.01%
10,592
+435
262
$183K 0.01%
1,303
+503
263
$182K 0.01%
4,708
+203
264
$182K 0.01%
2,804
+30
265
$182K 0.01%
3,556
+188
266
$182K 0.01%
7,103
-11,743
267
$180K 0.01%
2,130
+314
268
$180K 0.01%
2,454
+749
269
$178K 0.01%
2,620
+227
270
$178K 0.01%
3,098
+1,460
271
$178K 0.01%
1,213
+42
272
$177K 0.01%
2,928
+711
273
$174K 0.01%
2,802
+323
274
$173K 0.01%
2,840
-239
275
$172K 0.01%
10,134
+1,596
9 10
11
12 13