W

Wealthfront Portfolio holdings

AUM $10.4B
1-Year Est. Return 6.15%
This Fund
S&P 500
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
+$104M
2
+$55.4M
3
+$34.7M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$34.1M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$28.4M

Top Sells

1
+$34.9M
2
+$3.52M
3
+$628K
4
MSFT icon
Microsoft
MSFT
+$598K
5
AGN
Allergan Inc
AGN
+$569K

Sector Composition

1 Communication Services 2.75%
2 Financials 1.14%
3 Healthcare 1.06%
4 Technology 0.94%
5 Industrials 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$12K ﹤0.01%
+510
602
$12K ﹤0.01%
+55
603
$12K ﹤0.01%
215
+214
604
$12K ﹤0.01%
+192
605
$12K ﹤0.01%
311
+310
606
$12K ﹤0.01%
122
-171
607
$12K ﹤0.01%
310
+309
608
$12K ﹤0.01%
151
+65
609
$12K ﹤0.01%
+354
610
$12K ﹤0.01%
361
+356
611
$12K ﹤0.01%
+126
612
$12K ﹤0.01%
302
+300
613
$12K ﹤0.01%
+500
614
$12K ﹤0.01%
+75
615
$12K ﹤0.01%
151
+150
616
$11K ﹤0.01%
331
+330
617
$11K ﹤0.01%
291
-1,416
618
$11K ﹤0.01%
+331
619
$11K ﹤0.01%
429
+425
620
$11K ﹤0.01%
+82
621
$11K ﹤0.01%
142
+141
622
$11K ﹤0.01%
66
+65
623
$11K ﹤0.01%
+102
624
$11K ﹤0.01%
+100
625
$11K ﹤0.01%
503
+496
23 24
25
26 27