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
476
$53K ﹤0.01%
5,148
-2,120
477
$52K ﹤0.01%
1,944
+859
478
$52K ﹤0.01%
1,901
+463
479
$51K ﹤0.01%
2,550
-3,110
480
$51K ﹤0.01%
2,087
+2,029
481
$49K ﹤0.01%
1,455
+1,443
482
$44K ﹤0.01%
1,863
+139
483
$44K ﹤0.01%
414
-1,499
484
$44K ﹤0.01%
1,019
+393
485
$42K ﹤0.01%
182
+179
486
$42K ﹤0.01%
770
+167
487
$41K ﹤0.01%
1,629
+182
488
$41K ﹤0.01%
1,775
+1,247
489
$40K ﹤0.01%
690
-630
490
$39K ﹤0.01%
755
+326
491
$39K ﹤0.01%
911
+15
492
$39K ﹤0.01%
465
+188
493
$38K ﹤0.01%
5,220
+1,880
494
$38K ﹤0.01%
799
-597
495
$38K ﹤0.01%
1,200
-663
496
$38K ﹤0.01%
1,260
-1,235
497
$37K ﹤0.01%
2,889
-305
498
$37K ﹤0.01%
702
+128
499
$37K ﹤0.01%
587
-1,730
500
$36K ﹤0.01%
+674
18 19
20
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