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
701
$7K ﹤0.01%
144
+136
702
$7K ﹤0.01%
184
+182
703
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44
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706
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300
+297
707
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124
+92
708
$7K ﹤0.01%
289
+286
709
$7K ﹤0.01%
64
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710
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711
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270
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298
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713
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714
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198
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715
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85
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$7K ﹤0.01%
+57
717
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201
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718
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260
+256
719
$7K ﹤0.01%
100
-114
720
$7K ﹤0.01%
115
+114
721
$7K ﹤0.01%
224
+223
722
$7K ﹤0.01%
+100
723
$7K ﹤0.01%
82
+81
724
$7K ﹤0.01%
244
+242
725
$7K ﹤0.01%
139
+138