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
401
$90K ﹤0.01%
1,124
+304
402
$90K ﹤0.01%
1,574
+982
403
$89K ﹤0.01%
1,449
+45
404
$89K ﹤0.01%
3,008
+1,303
405
$88K ﹤0.01%
1,727
+445
406
$88K ﹤0.01%
2,695
+1,074
407
$87K ﹤0.01%
859
+233
408
$87K ﹤0.01%
1,891
+195
409
$87K ﹤0.01%
3,550
+2,314
410
$87K ﹤0.01%
9,175
+778
411
$87K ﹤0.01%
5,135
+1,580
412
$87K ﹤0.01%
2,591
+1,419
413
$85K ﹤0.01%
1,325
+94
414
$85K ﹤0.01%
2,996
+649
415
$85K ﹤0.01%
+1,125
416
$85K ﹤0.01%
1,628
-215
417
$85K ﹤0.01%
2,010
-370
418
$84K ﹤0.01%
4,480
-1,642
419
$83K ﹤0.01%
1,833
+977
420
$83K ﹤0.01%
738
-24
421
$82K ﹤0.01%
+16,634
422
$81K ﹤0.01%
1,447
+1,173
423
$81K ﹤0.01%
3,589
-26
424
$80K ﹤0.01%
1,904
+563
425
$80K ﹤0.01%
1,594
+511
15 16
17
18 19