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
551
$21K ﹤0.01%
8
-3
552
$21K ﹤0.01%
264
+263
553
$21K ﹤0.01%
667
-208
554
$20K ﹤0.01%
925
+919
555
$20K ﹤0.01%
1,188
556
$20K ﹤0.01%
394
+387
557
$20K ﹤0.01%
+153
558
$20K ﹤0.01%
15
559
$19K ﹤0.01%
490
560
$19K ﹤0.01%
+138
561
$19K ﹤0.01%
+409
562
$18K ﹤0.01%
740
+738
563
$18K ﹤0.01%
2,300
+1,401
564
$18K ﹤0.01%
358
+356
565
$17K ﹤0.01%
+119
566
$17K ﹤0.01%
724
-242
567
$17K ﹤0.01%
321
+319
568
$16K ﹤0.01%
1,066
-2,934
569
$16K ﹤0.01%
267
+266
570
$16K ﹤0.01%
130
+129
571
$15K ﹤0.01%
491
+489
572
$15K ﹤0.01%
193
+192
573
$15K ﹤0.01%
278
+275
574
$15K ﹤0.01%
+397
575
$15K ﹤0.01%
56
21 22
23
24 25