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 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
601
$12K ﹤0.01%
215
+214
602
$12K ﹤0.01%
+192
603
$12K ﹤0.01%
311
+310
604
$12K ﹤0.01%
122
-171
605
$12K ﹤0.01%
310
+309
606
$12K ﹤0.01%
151
+65
607
$12K ﹤0.01%
+354
608
$12K ﹤0.01%
361
+356
609
$12K ﹤0.01%
+126
610
$12K ﹤0.01%
302
+300
611
$12K ﹤0.01%
+75
612
$12K ﹤0.01%
151
+150
613
$12K ﹤0.01%
213
+212
614
$12K ﹤0.01%
+510
615
$12K ﹤0.01%
554
+552
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%
142
+141
621
$11K ﹤0.01%
66
+65
622
$11K ﹤0.01%
+102
623
$11K ﹤0.01%
+100
624
$11K ﹤0.01%
+82
625
$11K ﹤0.01%
503
+496