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
+$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 0.94%
5 Industrials 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1051
$2K ﹤0.01%
+8
1052
$2K ﹤0.01%
40
+39
1053
$2K ﹤0.01%
34
+33
1054
$2K ﹤0.01%
23
+22
1055
$2K ﹤0.01%
156
+154
1056
$2K ﹤0.01%
156
+151
1057
$2K ﹤0.01%
19
1058
$2K ﹤0.01%
+24
1059
$2K ﹤0.01%
37
+36
1060
$2K ﹤0.01%
82
+80
1061
$2K ﹤0.01%
54
+53
1062
$2K ﹤0.01%
+32
1063
$2K ﹤0.01%
58
+56
1064
$2K ﹤0.01%
84
-144
1065
$2K ﹤0.01%
+58
1066
$2K ﹤0.01%
75
1067
$2K ﹤0.01%
+54
1068
$2K ﹤0.01%
+50
1069
$2K ﹤0.01%
18
+17
1070
$2K ﹤0.01%
142
+140
1071
$2K ﹤0.01%
+40
1072
$2K ﹤0.01%
126
+124
1073
$2K ﹤0.01%
114
+111
1074
$2K ﹤0.01%
108
+105
1075
$2K ﹤0.01%
73
+72
41 42
43
44 45