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
1026
$2K ﹤0.01%
23
+22
1027
$2K ﹤0.01%
156
+154
1028
$2K ﹤0.01%
156
+151
1029
$2K ﹤0.01%
19
1030
$2K ﹤0.01%
+24
1031
$2K ﹤0.01%
37
+36
1032
$2K ﹤0.01%
82
+80
1033
$2K ﹤0.01%
+56
1034
$2K ﹤0.01%
68
+66
1035
$2K ﹤0.01%
+35
1036
$2K ﹤0.01%
+22
1037
$2K ﹤0.01%
123
+120
1038
$2K ﹤0.01%
72
+62
1039
$2K ﹤0.01%
97
+96
1040
$2K ﹤0.01%
+36
1041
$2K ﹤0.01%
+22
1042
$2K ﹤0.01%
+15
1043
$2K ﹤0.01%
+150
1044
$2K ﹤0.01%
20
-2
1045
$2K ﹤0.01%
+26
1046
$2K ﹤0.01%
54
+53
1047
$2K ﹤0.01%
+32
1048
$2K ﹤0.01%
58
+56
1049
$2K ﹤0.01%
84
-144
1050
$2K ﹤0.01%
+58
40 41
42
43 44