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
651
$10K ﹤0.01%
221
+218
652
$9K ﹤0.01%
183
+181
653
$9K ﹤0.01%
155
+154
654
$9K ﹤0.01%
151
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655
$9K ﹤0.01%
+100
656
$9K ﹤0.01%
1,055
+995
657
$9K ﹤0.01%
121
+120
658
$9K ﹤0.01%
214
+212
659
$9K ﹤0.01%
+260
660
$9K ﹤0.01%
337
+335
661
$9K ﹤0.01%
225
+224
662
$9K ﹤0.01%
86
+76
663
$9K ﹤0.01%
258
+256
664
$9K ﹤0.01%
113
+112
665
$9K ﹤0.01%
193
+192
666
$9K ﹤0.01%
380
+378
667
$9K ﹤0.01%
122
+121
668
$9K ﹤0.01%
166
+165
669
$8K ﹤0.01%
+300
670
$8K ﹤0.01%
166
+163
671
$8K ﹤0.01%
43
+32
672
$8K ﹤0.01%
353
+351
673
$8K ﹤0.01%
200
+198
674
$8K ﹤0.01%
+160
675
$8K ﹤0.01%
232
+231