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
926
$3K ﹤0.01%
53
+52
927
$3K ﹤0.01%
76
+75
928
$3K ﹤0.01%
81
+80
929
$3K ﹤0.01%
77
+76
930
$3K ﹤0.01%
70
+69
931
$3K ﹤0.01%
54
+53
932
$3K ﹤0.01%
+150
933
$3K ﹤0.01%
35
+34
934
$3K ﹤0.01%
67
+65
935
$3K ﹤0.01%
41
+40
936
$3K ﹤0.01%
+52
937
$3K ﹤0.01%
220
+152
938
$3K ﹤0.01%
324
939
$3K ﹤0.01%
+74
940
$3K ﹤0.01%
41
+40
941
$3K ﹤0.01%
130
+127
942
$3K ﹤0.01%
42
+41
943
$3K ﹤0.01%
71
+70
944
$3K ﹤0.01%
120
+118
945
$3K ﹤0.01%
28
+27
946
$3K ﹤0.01%
89
+87
947
$3K ﹤0.01%
+27
948
$3K ﹤0.01%
34
+33
949
$3K ﹤0.01%
220
+216
950
$3K ﹤0.01%
64
+63
36 37
38
39 40