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
26
$2.01M 0.1%
72,900
+43,700
27
$1.62M 0.08%
39,872
-13,732
28
$1.49M 0.07%
28,876
+4,815
29
$1.39M 0.07%
13,781
-5,228
30
$1.34M 0.06%
40,581
+18,308
31
$1.28M 0.06%
46,458
+8,526
32
$1.25M 0.06%
25,627
+16,229
33
$1.24M 0.06%
20,500
-1,102
34
$1.24M 0.06%
10,901
+1,863
35
$1.23M 0.06%
12,818
+1,379
36
$1.21M 0.06%
11,575
+1,433
37
$1.14M 0.05%
9,646
+2,230
38
$1.12M 0.05%
13,689
-4,277
39
$1.08M 0.05%
9,395
+587
40
$1.06M 0.05%
10,265
+1,158
41
$956K 0.05%
33,846
+7,636
42
$920K 0.04%
9,380
+1,403
43
$913K 0.04%
10,747
-5,852
44
$900K 0.04%
20,850
+1,786
45
$858K 0.04%
46,100
+19,440
46
$851K 0.04%
7,156
+1,124
47
$839K 0.04%
12,355
+1,726
48
$825K 0.04%
26,396
-9,470
49
$809K 0.04%
7,471
-1,253
50
$799K 0.04%
5,276
+2,067
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