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
901
$3K ﹤0.01%
246
+243
902
$3K ﹤0.01%
41
+40
903
$3K ﹤0.01%
79
+78
904
$3K ﹤0.01%
+39
905
$3K ﹤0.01%
+89
906
$3K ﹤0.01%
53
+52
907
$3K ﹤0.01%
5
+3
908
$3K ﹤0.01%
+50
909
$3K ﹤0.01%
46
+44
910
$3K ﹤0.01%
86
+85
911
$3K ﹤0.01%
54
+53
912
$3K ﹤0.01%
56
+55
913
$3K ﹤0.01%
110
-312
914
$3K ﹤0.01%
32
+31
915
$3K ﹤0.01%
+18
916
$3K ﹤0.01%
+62
917
$3K ﹤0.01%
+23
918
$3K ﹤0.01%
+105
919
$3K ﹤0.01%
39
+38
920
$3K ﹤0.01%
93
+92
921
$3K ﹤0.01%
+29
922
$3K ﹤0.01%
52
+51
923
$3K ﹤0.01%
39
+38
924
$3K ﹤0.01%
49
+47
925
$3K ﹤0.01%
44
+43
35 36
37
38 39