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
851
$4K ﹤0.01%
+46
852
$4K ﹤0.01%
116
+114
853
$4K ﹤0.01%
96
-87
854
$4K ﹤0.01%
320
+317
855
$4K ﹤0.01%
84
+83
856
$4K ﹤0.01%
145
+144
857
$4K ﹤0.01%
56
+55
858
$4K ﹤0.01%
75
+74
859
$4K ﹤0.01%
81
+80
860
$4K ﹤0.01%
73
+72
861
$4K ﹤0.01%
49
+48
862
$4K ﹤0.01%
+30
863
$4K ﹤0.01%
+124
864
$4K ﹤0.01%
215
+212
865
$4K ﹤0.01%
+26
866
$4K ﹤0.01%
151
+149
867
$4K ﹤0.01%
97
+96
868
$4K ﹤0.01%
119
+118
869
$4K ﹤0.01%
+103
870
$4K ﹤0.01%
118
+117
871
$4K ﹤0.01%
73
+72
872
$4K ﹤0.01%
+23
873
$4K ﹤0.01%
470
+463
874
$4K ﹤0.01%
95
+94
875
$4K ﹤0.01%
98
-4
33 34
35
36 37