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
301
$154K 0.01%
3,707
+1,320
302
$153K 0.01%
8,616
+2,289
303
$152K 0.01%
2,566
+435
304
$151K 0.01%
6,466
-919
305
$151K 0.01%
1,811
-35
306
$150K 0.01%
2,042
+315
307
$150K 0.01%
4,271
+1,442
308
$149K 0.01%
1,565
+184
309
$149K 0.01%
3,940
-421
310
$149K 0.01%
1,325
-548
311
$149K 0.01%
1,699
+426
312
$148K 0.01%
2,646
+216
313
$148K 0.01%
2,903
-249
314
$146K 0.01%
5,454
+790
315
$145K 0.01%
865
+30
316
$144K 0.01%
1,247
+466
317
$142K 0.01%
683
-340
318
$141K 0.01%
20,130
-7,250
319
$141K 0.01%
1,111
+400
320
$140K 0.01%
2,476
+578
321
$140K 0.01%
1,691
+369
322
$139K 0.01%
3,091
+179
323
$139K 0.01%
2,987
+420
324
$139K 0.01%
1,463
-106
325
$139K 0.01%
3,772
+950
11 12
13
14 15