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 Buys

1
+$104M
2
+$55.4M
3
+$34.7M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$34.1M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$28.4M

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
801
$5K ﹤0.01%
69
+68
802
$5K ﹤0.01%
51
+50
803
$5K ﹤0.01%
48
804
$5K ﹤0.01%
51
+50
805
$5K ﹤0.01%
158
+155
806
$5K ﹤0.01%
94
+93
807
$5K ﹤0.01%
99
+87
808
$5K ﹤0.01%
115
+114
809
$5K ﹤0.01%
+80
810
$5K ﹤0.01%
88
+87
811
$5K ﹤0.01%
139
+138
812
$5K ﹤0.01%
464
+461
813
$5K ﹤0.01%
95
+94
814
$5K ﹤0.01%
68
+67
815
$5K ﹤0.01%
80
+32
816
$5K ﹤0.01%
126
+124
817
$5K ﹤0.01%
+118
818
$5K ﹤0.01%
59
+58
819
$5K ﹤0.01%
102
+101
820
$4K ﹤0.01%
171
+167
821
$4K ﹤0.01%
127
+126
822
$4K ﹤0.01%
+359
823
$4K ﹤0.01%
55
+54
824
$4K ﹤0.01%
103
+102
825
$4K ﹤0.01%
54
+53
31 32
33
34 35