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
826
$4K ﹤0.01%
65
+64
827
$4K ﹤0.01%
244
+242
828
$4K ﹤0.01%
40
+39
829
$4K ﹤0.01%
784
+744
830
$4K ﹤0.01%
46
+45
831
$4K ﹤0.01%
196
+193
832
$4K ﹤0.01%
314
+312
833
$4K ﹤0.01%
318
+312
834
$4K ﹤0.01%
104
-156
835
$4K ﹤0.01%
72
+71
836
$4K ﹤0.01%
63
+62
837
$4K ﹤0.01%
610
+600
838
$4K ﹤0.01%
94
+92
839
$4K ﹤0.01%
+820
840
$4K ﹤0.01%
74
+73
841
$4K ﹤0.01%
+123
842
$4K ﹤0.01%
+56
843
$4K ﹤0.01%
+180
844
$4K ﹤0.01%
52
+49
845
$4K ﹤0.01%
195
+190
846
$4K ﹤0.01%
258
+256
847
$4K ﹤0.01%
72
+71
848
$4K ﹤0.01%
13
-187
849
$4K ﹤0.01%
+8
850
$4K ﹤0.01%
+46
32 33
34
35 36