W

Wealthfront Portfolio holdings

AUM $10.4B
1-Year Est. Return 6.15%
This Fund
S&P 500
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 +$34.9M
2 +$3.52M
3 +$628K
4
MSFT icon
Microsoft
MSFT
+$598K
5
AGN
Allergan Inc
AGN
+$569K

Sector Composition

1 Communication Services 2.75%
2 Financials 1.14%
3 Healthcare 1.06%
4 Technology 0.94%
5 Industrials 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
751
$6K ﹤0.01%
81
+80
752
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63
+62
753
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106
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754
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757
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759
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168
+166
760
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256
+252
761
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764
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765
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766
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767
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768
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106
+105
769
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113
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770
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134
+133
771
$6K ﹤0.01%
356
+354
772
$6K ﹤0.01%
245
+242
773
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85
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774
$6K ﹤0.01%
129
+128
775
$6K ﹤0.01%
+97