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
1001
$2K ﹤0.01%
55
+54
1002
$2K ﹤0.01%
136
+132
1003
$2K ﹤0.01%
187
+184
1004
$2K ﹤0.01%
+86
1005
$2K ﹤0.01%
61
+60
1006
$2K ﹤0.01%
+25
1007
$2K ﹤0.01%
+56
1008
$2K ﹤0.01%
+29
1009
$2K ﹤0.01%
52
+51
1010
$2K ﹤0.01%
12
+11
1011
$2K ﹤0.01%
146
+144
1012
$2K ﹤0.01%
+22
1013
$2K ﹤0.01%
140
1014
$2K ﹤0.01%
+31
1015
$2K ﹤0.01%
26
+25
1016
$2K ﹤0.01%
+52
1017
$2K ﹤0.01%
+44
1018
$2K ﹤0.01%
44
+38
1019
$2K ﹤0.01%
+24
1020
$2K ﹤0.01%
41
+40
1021
$2K ﹤0.01%
107
+104
1022
$2K ﹤0.01%
76
+60
1023
$2K ﹤0.01%
+3
1024
$2K ﹤0.01%
+27
1025
$2K ﹤0.01%
+82
39 40
41
42 43