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
776
$6K ﹤0.01%
+97
777
$6K ﹤0.01%
148
+147
778
$6K ﹤0.01%
108
+107
779
$6K ﹤0.01%
229
+228
780
$5K ﹤0.01%
68
+64
781
$5K ﹤0.01%
104
+103
782
$5K ﹤0.01%
162
+161
783
$5K ﹤0.01%
142
+138
784
$5K ﹤0.01%
+250
785
$5K ﹤0.01%
122
+120
786
$5K ﹤0.01%
146
+144
787
$5K ﹤0.01%
137
+114
788
$5K ﹤0.01%
60
+56
789
$5K ﹤0.01%
61
+60
790
$5K ﹤0.01%
+184
791
$5K ﹤0.01%
73
+72
792
$5K ﹤0.01%
83
+82
793
$5K ﹤0.01%
75
+74
794
$5K ﹤0.01%
+118
795
$5K ﹤0.01%
63
+62
796
$5K ﹤0.01%
328
+325
797
$5K ﹤0.01%
90
+79
798
$5K ﹤0.01%
180
+168
799
$5K ﹤0.01%
180
+177
800
$5K ﹤0.01%
110
+108
30 31
32
33 34