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
801
$5K ﹤0.01%
189
+186
802
$5K ﹤0.01%
69
+68
803
$5K ﹤0.01%
51
+50
804
$5K ﹤0.01%
48
805
$5K ﹤0.01%
51
+50
806
$5K ﹤0.01%
158
+155
807
$5K ﹤0.01%
94
+93
808
$5K ﹤0.01%
99
+87
809
$5K ﹤0.01%
115
+114
810
$5K ﹤0.01%
+80
811
$5K ﹤0.01%
88
+87
812
$5K ﹤0.01%
139
+138
813
$5K ﹤0.01%
464
+461
814
$5K ﹤0.01%
95
+94
815
$5K ﹤0.01%
59
+58
816
$5K ﹤0.01%
102
+101
817
$5K ﹤0.01%
68
+67
818
$5K ﹤0.01%
80
+32
819
$5K ﹤0.01%
126
+124
820
$4K ﹤0.01%
+93
821
$4K ﹤0.01%
+359
822
$4K ﹤0.01%
55
+54
823
$4K ﹤0.01%
103
+102
824
$4K ﹤0.01%
54
+53
825
$4K ﹤0.01%
+113
31 32
33
34 35