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
351
$122K 0.01%
2,850
+1,225
352
$121K 0.01%
3,482
+905
353
$120K 0.01%
1,743
+300
354
$120K 0.01%
2,598
+1,301
355
$119K 0.01%
1,630
-2,717
356
$119K 0.01%
985
+411
357
$118K 0.01%
1,263
+88
358
$117K 0.01%
1,262
+415
359
$117K 0.01%
3,016
-760
360
$114K 0.01%
957
-47
361
$113K 0.01%
7,696
+1,952
362
$113K 0.01%
558
+36
363
$112K 0.01%
2,959
+473
364
$111K 0.01%
3,556
-65
365
$111K 0.01%
2,375
+953
366
$110K 0.01%
954
-486
367
$109K 0.01%
2,273
+105
368
$108K 0.01%
3,075
-685
369
$108K 0.01%
584
+164
370
$108K 0.01%
2,482
+253
371
$106K 0.01%
1,128
-366
372
$105K 0.01%
2,536
+891
373
$105K 0.01%
5,396
-277
374
$105K 0.01%
499
-260
375
$104K 0.01%
1,648
-1,377
13 14
15
16 17