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
951
$3K ﹤0.01%
+79
952
$3K ﹤0.01%
91
+90
953
$3K ﹤0.01%
88
+86
954
$3K ﹤0.01%
+150
955
$3K ﹤0.01%
62
+61
956
$3K ﹤0.01%
67
+65
957
$3K ﹤0.01%
35
+34
958
$3K ﹤0.01%
185
+183
959
$3K ﹤0.01%
146
+144
960
$3K ﹤0.01%
96
+94
961
$3K ﹤0.01%
+147
962
$3K ﹤0.01%
108
+106
963
$3K ﹤0.01%
95
+94
964
$3K ﹤0.01%
275
965
$3K ﹤0.01%
49
+48
966
$3K ﹤0.01%
+80
967
$3K ﹤0.01%
+62
968
$2K ﹤0.01%
+20
969
$2K ﹤0.01%
+437
970
$2K ﹤0.01%
36
+35
971
$2K ﹤0.01%
770
+765
972
$2K ﹤0.01%
125
+123
973
$2K ﹤0.01%
50
+48
974
$2K ﹤0.01%
33
+32
975
$2K ﹤0.01%
+8
37 38
39
40 41