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
76
$549K 0.03%
2,808
+908
77
$548K 0.03%
6,356
+1,746
78
$545K 0.03%
9,308
-622
79
$536K 0.03%
4,953
+1,295
80
$535K 0.03%
5,493
+3,774
81
$529K 0.03%
6,243
+1,582
82
$523K 0.03%
5,176
-31
83
$522K 0.03%
12,403
+1,846
84
$513K 0.02%
31,801
+18,655
85
$508K 0.02%
20,909
+8,157
86
$507K 0.02%
7,982
+1,861
87
$495K 0.02%
20,080
+7,528
88
$494K 0.02%
7,125
+1,362
89
$492K 0.02%
5,700
+1,056
90
$470K 0.02%
9,934
+3,284
91
$461K 0.02%
2,039
+392
92
$440K 0.02%
5,360
+1,836
93
$437K 0.02%
5,874
+1,301
94
$434K 0.02%
3,198
-58
95
$433K 0.02%
5,634
+794
96
$429K 0.02%
2,860
+1,480
97
$418K 0.02%
9,429
+1,235
98
$417K 0.02%
27,081
-39,126
99
$415K 0.02%
8,961
+1,452
100
$413K 0.02%
6,613
+1,561
2 3
4
5 6