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
451
$68K ﹤0.01%
1,546
+433
452
$68K ﹤0.01%
4,473
+2,018
453
$67K ﹤0.01%
1,122
+806
454
$67K ﹤0.01%
1,345
+1,015
455
$67K ﹤0.01%
4,108
+1,603
456
$66K ﹤0.01%
2,960
+569
457
$65K ﹤0.01%
1,096
+530
458
$65K ﹤0.01%
4,068
+1,730
459
$65K ﹤0.01%
+811
460
$63K ﹤0.01%
451
+185
461
$63K ﹤0.01%
692
+328
462
$63K ﹤0.01%
2,332
+482
463
$61K ﹤0.01%
1,955
-6,024
464
$61K ﹤0.01%
2,254
-2,333
465
$60K ﹤0.01%
1,162
-118
466
$60K ﹤0.01%
3,273
-2,044
467
$58K ﹤0.01%
1,315
+29
468
$58K ﹤0.01%
245
-402
469
$57K ﹤0.01%
1,072
+39
470
$57K ﹤0.01%
278
-2
471
$57K ﹤0.01%
677
+311
472
$57K ﹤0.01%
677
+25
473
$56K ﹤0.01%
916
+477
474
$56K ﹤0.01%
1,589
-3,403
475
$56K ﹤0.01%
551
-901
17 18
19
20 21