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
526
$27K ﹤0.01%
214
-188
527
$26K ﹤0.01%
1,130
-1,124
528
$26K ﹤0.01%
1,513
+1,508
529
$26K ﹤0.01%
1,306
+680
530
$26K ﹤0.01%
1,011
+1,009
531
$26K ﹤0.01%
576
+328
532
$25K ﹤0.01%
1,672
-1,208
533
$24K ﹤0.01%
805
-6,626
534
$24K ﹤0.01%
1,300
535
$24K ﹤0.01%
285
+35
536
$23K ﹤0.01%
357
-356
537
$23K ﹤0.01%
455
+454
538
$23K ﹤0.01%
733
+88
539
$23K ﹤0.01%
1,092
+1,090
540
$22K ﹤0.01%
363
-775
541
$22K ﹤0.01%
148
+146
542
$22K ﹤0.01%
1,206
+1,202
543
$22K ﹤0.01%
650
544
$22K ﹤0.01%
544
+542
545
$22K ﹤0.01%
271
+270
546
$21K ﹤0.01%
1,032
+471
547
$21K ﹤0.01%
2,240
+1,860
548
$21K ﹤0.01%
199
-83
549
$21K ﹤0.01%
149
+148
550
$21K ﹤0.01%
238
-568
20 21
22
23 24