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
926
$3K ﹤0.01%
+23
927
$3K ﹤0.01%
+105
928
$3K ﹤0.01%
39
+38
929
$3K ﹤0.01%
52
+51
930
$3K ﹤0.01%
39
+38
931
$3K ﹤0.01%
49
+47
932
$3K ﹤0.01%
44
+43
933
$3K ﹤0.01%
53
+52
934
$3K ﹤0.01%
76
+75
935
$3K ﹤0.01%
81
+80
936
$3K ﹤0.01%
77
+76
937
$3K ﹤0.01%
70
+69
938
$3K ﹤0.01%
54
+53
939
$3K ﹤0.01%
+150
940
$3K ﹤0.01%
35
+34
941
$3K ﹤0.01%
67
+65
942
$3K ﹤0.01%
41
+40
943
$3K ﹤0.01%
+52
944
$3K ﹤0.01%
42
+41
945
$3K ﹤0.01%
71
+70
946
$3K ﹤0.01%
120
+118
947
$3K ﹤0.01%
28
+27
948
$3K ﹤0.01%
89
+87
949
$3K ﹤0.01%
+27
950
$3K ﹤0.01%
220
+216
36 37
38
39 40