We are live on ! Find out more
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%
75
+74
802
$5K ﹤0.01%
63
+62
803
$5K ﹤0.01%
328
+325
804
$5K ﹤0.01%
90
+79
805
$5K ﹤0.01%
189
+186
806
$5K ﹤0.01%
69
+68
807
$5K ﹤0.01%
115
+114
808
$5K ﹤0.01%
+80
809
$5K ﹤0.01%
88
+87
810
$5K ﹤0.01%
95
+94
811
$5K ﹤0.01%
126
+124
812
$5K ﹤0.01%
51
+50
813
$5K ﹤0.01%
48
814
$5K ﹤0.01%
51
+50
815
$5K ﹤0.01%
158
+155
816
$5K ﹤0.01%
94
+93
817
$5K ﹤0.01%
99
+87
818
$5K ﹤0.01%
68
+67
819
$5K ﹤0.01%
80
+32
820
$4K ﹤0.01%
+46
821
$4K ﹤0.01%
116
+114
822
$4K ﹤0.01%
96
-87
823
$4K ﹤0.01%
+30
824
$4K ﹤0.01%
+124
825
$4K ﹤0.01%
215
+212
31 32
33
34 35