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
976
$2K ﹤0.01%
+8
977
$2K ﹤0.01%
40
+39
978
$2K ﹤0.01%
34
+33
979
$2K ﹤0.01%
72
+71
980
$2K ﹤0.01%
43
+42
981
$2K ﹤0.01%
23
+22
982
$2K ﹤0.01%
27
+26
983
$2K ﹤0.01%
24
+23
984
$2K ﹤0.01%
17
+16
985
$2K ﹤0.01%
43
-57
986
$2K ﹤0.01%
+36
987
$2K ﹤0.01%
+79
988
$2K ﹤0.01%
30
+29
989
$2K ﹤0.01%
55
+54
990
$2K ﹤0.01%
136
+132
991
$2K ﹤0.01%
187
+184
992
$2K ﹤0.01%
+86
993
$2K ﹤0.01%
61
+60
994
$2K ﹤0.01%
+25
995
$2K ﹤0.01%
+56
996
$2K ﹤0.01%
+29
997
$2K ﹤0.01%
52
+51
998
$2K ﹤0.01%
12
+11
999
$2K ﹤0.01%
146
+144
1000
$2K ﹤0.01%
+22
38 39
40
41 42