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
576
$15K ﹤0.01%
1,230
-11,070
577
$15K ﹤0.01%
1,029
+1,022
578
$15K ﹤0.01%
361
+359
579
$14K ﹤0.01%
292
+291
580
$14K ﹤0.01%
274
+273
581
$14K ﹤0.01%
159
+158
582
$14K ﹤0.01%
132
+117
583
$14K ﹤0.01%
174
-280
584
$14K ﹤0.01%
125
+60
585
$14K ﹤0.01%
281
+280
586
$14K ﹤0.01%
130
-322
587
$14K ﹤0.01%
210
+209
588
$14K ﹤0.01%
273
+272
589
$14K ﹤0.01%
+200
590
$14K ﹤0.01%
110
+44
591
$14K ﹤0.01%
+188
592
$14K ﹤0.01%
193
+192
593
$13K ﹤0.01%
88
+77
594
$13K ﹤0.01%
80
+79
595
$13K ﹤0.01%
707
+703
596
$13K ﹤0.01%
272
+270
597
$13K ﹤0.01%
195
+194
598
$13K ﹤0.01%
+27
599
$13K ﹤0.01%
199
+197
600
$12K ﹤0.01%
+500
22 23
24
25 26