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
1026
$2K ﹤0.01%
123
+120
1027
$2K ﹤0.01%
72
+62
1028
$2K ﹤0.01%
97
+96
1029
$2K ﹤0.01%
+40
1030
$2K ﹤0.01%
+22
1031
$2K ﹤0.01%
+15
1032
$2K ﹤0.01%
+150
1033
$2K ﹤0.01%
20
-2
1034
$2K ﹤0.01%
+26
1035
$2K ﹤0.01%
+67
1036
$2K ﹤0.01%
34
+33
1037
$2K ﹤0.01%
54
+53
1038
$2K ﹤0.01%
+32
1039
$2K ﹤0.01%
58
+56
1040
$2K ﹤0.01%
42
-72
1041
$2K ﹤0.01%
+29
1042
$2K ﹤0.01%
75
1043
$2K ﹤0.01%
+130
1044
$2K ﹤0.01%
188
+184
1045
$2K ﹤0.01%
99
+97
1046
$2K ﹤0.01%
86
+84
1047
$2K ﹤0.01%
+23
1048
$2K ﹤0.01%
38
+37
1049
$2K ﹤0.01%
27
+26
1050
$2K ﹤0.01%
40
+38
40 41
42
43 44