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
426
$80K ﹤0.01%
599
+19
427
$79K ﹤0.01%
4,186
+1,750
428
$79K ﹤0.01%
1,741
+383
429
$79K ﹤0.01%
1,153
+268
430
$77K ﹤0.01%
2,198
+869
431
$77K ﹤0.01%
2,010
+78
432
$77K ﹤0.01%
606
+174
433
$77K ﹤0.01%
1,173
+135
434
$76K ﹤0.01%
2,791
+930
435
$75K ﹤0.01%
1,563
+94
436
$75K ﹤0.01%
2,620
+1,692
437
$75K ﹤0.01%
903
+60
438
$75K ﹤0.01%
1,652
-947
439
$74K ﹤0.01%
916
-170
440
$74K ﹤0.01%
1,502
+427
441
$73K ﹤0.01%
1,138
+289
442
$72K ﹤0.01%
913
+151
443
$72K ﹤0.01%
647
+86
444
$71K ﹤0.01%
1,358
445
$70K ﹤0.01%
13,332
+2,672
446
$69K ﹤0.01%
2,503
+1,312
447
$69K ﹤0.01%
554
+55
448
$68K ﹤0.01%
1,453
+307
449
$68K ﹤0.01%
4,800
+640
450
$68K ﹤0.01%
1,439
+167
16 17
18
19 20