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
626
$11K ﹤0.01%
240
+239
627
$11K ﹤0.01%
160
-1,032
628
$11K ﹤0.01%
285
-535
629
$11K ﹤0.01%
197
+196
630
$11K ﹤0.01%
99
+98
631
$11K ﹤0.01%
393
-1,833
632
$10K ﹤0.01%
170
+169
633
$10K ﹤0.01%
140
+139
634
$10K ﹤0.01%
424
+421
635
$10K ﹤0.01%
+84
636
$10K ﹤0.01%
116
+107
637
$10K ﹤0.01%
+31
638
$10K ﹤0.01%
166
+164
639
$10K ﹤0.01%
291
+290
640
$10K ﹤0.01%
209
+81
641
$10K ﹤0.01%
147
+146
642
$10K ﹤0.01%
729
-666
643
$10K ﹤0.01%
294
+292
644
$10K ﹤0.01%
158
+157
645
$10K ﹤0.01%
142
+132
646
$10K ﹤0.01%
409
+407
647
$10K ﹤0.01%
1,089
+1,083
648
$10K ﹤0.01%
242
+241
649
$10K ﹤0.01%
424
+421
650
$10K ﹤0.01%
+400
24 25
26
27 28