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
676
$8K ﹤0.01%
108
+107
677
$8K ﹤0.01%
254
+250
678
$8K ﹤0.01%
239
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679
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178
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680
$8K ﹤0.01%
97
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681
$8K ﹤0.01%
426
+422
682
$8K ﹤0.01%
+475
683
$8K ﹤0.01%
336
+335
684
$8K ﹤0.01%
396
+392
685
$8K ﹤0.01%
203
+51
686
$8K ﹤0.01%
+77
687
$8K ﹤0.01%
368
+357
688
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188
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689
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208
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690
$8K ﹤0.01%
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691
$8K ﹤0.01%
+300
692
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146
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693
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340
+337
694
$8K ﹤0.01%
162
+161
695
$8K ﹤0.01%
562
+559
696
$8K ﹤0.01%
193
+192
697
$7K ﹤0.01%
111
698
$7K ﹤0.01%
400
+397
699
$7K ﹤0.01%
72
+71
700
$7K ﹤0.01%
104
+103