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
501
$36K ﹤0.01%
191
-407
502
$36K ﹤0.01%
1,014
-272
503
$36K ﹤0.01%
207
+206
504
$35K ﹤0.01%
403
+402
505
$35K ﹤0.01%
612
-36
506
$34K ﹤0.01%
+372
507
$34K ﹤0.01%
840
-110
508
$34K ﹤0.01%
261
-199
509
$34K ﹤0.01%
345
+340
510
$34K ﹤0.01%
798
+794
511
$34K ﹤0.01%
491
-243
512
$33K ﹤0.01%
773
+771
513
$33K ﹤0.01%
+435
514
$32K ﹤0.01%
636
-1,003
515
$31K ﹤0.01%
345
+343
516
$31K ﹤0.01%
+299
517
$30K ﹤0.01%
2,000
-2,000
518
$30K ﹤0.01%
419
+414
519
$30K ﹤0.01%
1,632
+1,629
520
$30K ﹤0.01%
1,022
+385
521
$29K ﹤0.01%
1,265
-3,126
522
$29K ﹤0.01%
+6,720
523
$29K ﹤0.01%
508
+414
524
$28K ﹤0.01%
2,995
+2,989
525
$27K ﹤0.01%
668
+664
19 20
21
22 23