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
326
$137K 0.01%
1,195
+484
327
$137K 0.01%
2,606
+676
328
$137K 0.01%
3,347
-42
329
$136K 0.01%
1,185
-795
330
$135K 0.01%
4,218
+968
331
$135K 0.01%
3,916
-2,390
332
$134K 0.01%
12,135
+8,380
333
$133K 0.01%
1,702
+117
334
$133K 0.01%
2,552
+515
335
$132K 0.01%
3,536
+2,888
336
$132K 0.01%
1,215
+479
337
$131K 0.01%
6,304
+2,751
338
$130K 0.01%
2,689
+1,097
339
$130K 0.01%
1,939
+590
340
$129K 0.01%
2,464
+1,118
341
$129K 0.01%
12,276
+7,760
342
$127K 0.01%
2,385
+792
343
$127K 0.01%
2,809
+541
344
$126K 0.01%
9,650
+750
345
$126K 0.01%
2,391
+827
346
$126K 0.01%
185
-53
347
$126K 0.01%
6,520
+208
348
$124K 0.01%
5,949
-5,581
349
$123K 0.01%
5,652
+2,199
350
$122K 0.01%
2,749
+619
12 13
14
15 16