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
976
$2K ﹤0.01%
159
+157
977
$2K ﹤0.01%
90
+88
978
$2K ﹤0.01%
30
+20
979
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25
+24
980
$2K ﹤0.01%
44
+43
981
$2K ﹤0.01%
+35
982
$2K ﹤0.01%
+67
983
$2K ﹤0.01%
34
+33
984
$2K ﹤0.01%
+130
985
$2K ﹤0.01%
+20
986
$2K ﹤0.01%
+437
987
$2K ﹤0.01%
36
+35
988
$2K ﹤0.01%
40
+39
989
$2K ﹤0.01%
34
+33
990
$2K ﹤0.01%
72
+71
991
$2K ﹤0.01%
43
+42
992
$2K ﹤0.01%
23
+22
993
$2K ﹤0.01%
27
+26
994
$2K ﹤0.01%
24
+23
995
$2K ﹤0.01%
17
+16
996
$2K ﹤0.01%
43
-57
997
$2K ﹤0.01%
+36
998
$2K ﹤0.01%
+79
999
$2K ﹤0.01%
30
+29
1000
$2K ﹤0.01%
+100
38 39
40
41 42