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
376
$104K 0.01%
1,317
+198
377
$103K 0.01%
1,511
+325
378
$102K ﹤0.01%
2,534
+308
379
$102K ﹤0.01%
3,001
-791
380
$101K ﹤0.01%
3,562
+1,002
381
$101K ﹤0.01%
1,252
+267
382
$101K ﹤0.01%
2,578
+1,076
383
$100K ﹤0.01%
1,447
-1,027
384
$99K ﹤0.01%
2,702
-301
385
$99K ﹤0.01%
1,369
-227
386
$98K ﹤0.01%
1,421
+288
387
$98K ﹤0.01%
1,983
+274
388
$98K ﹤0.01%
2,534
+810
389
$96K ﹤0.01%
1,225
+399
390
$96K ﹤0.01%
1,347
+795
391
$95K ﹤0.01%
2,259
+819
392
$95K ﹤0.01%
823
+335
393
$95K ﹤0.01%
1,854
+674
394
$95K ﹤0.01%
1,953
+131
395
$94K ﹤0.01%
2,828
+282
396
$93K ﹤0.01%
792
+650
397
$93K ﹤0.01%
1,728
+1,138
398
$93K ﹤0.01%
1,863
+101
399
$91K ﹤0.01%
1,811
+550
400
$91K ﹤0.01%
1,616
+956
14 15
16
17 18