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
876
$4K ﹤0.01%
17
+3
877
$4K ﹤0.01%
118
+117
878
$4K ﹤0.01%
+113
879
$4K ﹤0.01%
100
+98
880
$3K ﹤0.01%
86
+85
881
$3K ﹤0.01%
+29
882
$3K ﹤0.01%
58
+56
883
$3K ﹤0.01%
+270
884
$3K ﹤0.01%
80
+79
885
$3K ﹤0.01%
81
+79
886
$3K ﹤0.01%
+100
887
$3K ﹤0.01%
56
+55
888
$3K ﹤0.01%
110
-312
889
$3K ﹤0.01%
32
+31
890
$3K ﹤0.01%
91
+90
891
$3K ﹤0.01%
220
+152
892
$3K ﹤0.01%
324
893
$3K ﹤0.01%
+74
894
$3K ﹤0.01%
41
+40
895
$3K ﹤0.01%
130
+127
896
$3K ﹤0.01%
34
+33
897
$3K ﹤0.01%
88
+86
898
$3K ﹤0.01%
121
+119
899
$3K ﹤0.01%
60
+59
900
$3K ﹤0.01%
45
+43
34 35
36
37 38