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
276
$171K 0.01%
5,900
+47
277
$170K 0.01%
7,480
+1,741
278
$169K 0.01%
2,389
-547
279
$169K 0.01%
4,292
+1,043
280
$169K 0.01%
4,417
+1,996
281
$166K 0.01%
2,044
-341
282
$165K 0.01%
2,731
+502
283
$163K 0.01%
3,066
+874
284
$162K 0.01%
3,262
+283
285
$161K 0.01%
2,742
+467
286
$161K 0.01%
1,163
-34
287
$161K 0.01%
2,934
+303
288
$161K 0.01%
3,937
+1,077
289
$160K 0.01%
1,971
+329
290
$160K 0.01%
305,800
+64,840
291
$160K 0.01%
2,125
-6,597
292
$159K 0.01%
3,530
+2,523
293
$159K 0.01%
693
+249
294
$158K 0.01%
6,040
-3,503
295
$156K 0.01%
2,296
+238
296
$156K 0.01%
2,519
+808
297
$155K 0.01%
2,022
+934
298
$155K 0.01%
5,438
+3,521
299
$155K 0.01%
3,484
+198
300
$154K 0.01%
4,277
+1,730
10 11
12
13 14