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
876
$4K ﹤0.01%
95
+94
877
$4K ﹤0.01%
98
-4
878
$4K ﹤0.01%
17
+3
879
$4K ﹤0.01%
118
+117
880
$3K ﹤0.01%
121
+119
881
$3K ﹤0.01%
60
+59
882
$3K ﹤0.01%
45
+43
883
$3K ﹤0.01%
84
+83
884
$3K ﹤0.01%
75
+74
885
$3K ﹤0.01%
87
+86
886
$3K ﹤0.01%
+19
887
$3K ﹤0.01%
54
+53
888
$3K ﹤0.01%
52
+50
889
$3K ﹤0.01%
+28
890
$3K ﹤0.01%
138
+137
891
$3K ﹤0.01%
33
+32
892
$3K ﹤0.01%
+20
893
$3K ﹤0.01%
109
+107
894
$3K ﹤0.01%
118
+116
895
$3K ﹤0.01%
+21
896
$3K ﹤0.01%
58
+56
897
$3K ﹤0.01%
+270
898
$3K ﹤0.01%
80
+79
899
$3K ﹤0.01%
81
+79
900
$3K ﹤0.01%
+100
34 35
36
37 38