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
51
$795K 0.04%
5,183
+1,417
52
$783K 0.04%
10,044
+4,322
53
$761K 0.04%
27,762
+1,116
54
$756K 0.04%
10,401
+1,085
55
$748K 0.04%
14,957
+2,586
56
$739K 0.04%
3,639
+494
57
$734K 0.04%
11,386
+1,451
58
$732K 0.04%
3,893
-17
59
$726K 0.03%
1,984
+491
60
$724K 0.03%
4,530
+432
61
$717K 0.03%
20,077
+3,649
62
$681K 0.03%
8,059
+950
63
$672K 0.03%
4,869
+1,189
64
$661K 0.03%
1,566
+581
65
$655K 0.03%
2,200
+469
66
$641K 0.03%
11,688
-4,262
67
$607K 0.03%
9,274
+1,258
68
$606K 0.03%
13,083
+2,865
69
$599K 0.03%
10,935
+5,580
70
$596K 0.03%
6,838
+3,772
71
$586K 0.03%
11,678
+1,502
72
$586K 0.03%
8,449
+3,632
73
$584K 0.03%
6,994
+5,346
74
$575K 0.03%
5,265
+465
75
$551K 0.03%
13,579
-12,174
1 2
3
4 5