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
1076
$1K ﹤0.01%
10
+9
1077
$1K ﹤0.01%
60
1078
$1K ﹤0.01%
18
+17
1079
$1K ﹤0.01%
+30
1080
$1K ﹤0.01%
31
+29
1081
$1K ﹤0.01%
7
+6
1082
$1K ﹤0.01%
+21
1083
$1K ﹤0.01%
+7
1084
$1K ﹤0.01%
23
+22
1085
$1K ﹤0.01%
+42
1086
$1K ﹤0.01%
+40
1087
$1K ﹤0.01%
+30
1088
$1K ﹤0.01%
94
+92
1089
$1K ﹤0.01%
+42
1090
$1K ﹤0.01%
23
1091
$1K ﹤0.01%
81
+78
1092
$1K ﹤0.01%
50
-40
1093
$1K ﹤0.01%
38
-37
1094
$1K ﹤0.01%
+15
1095
$1K ﹤0.01%
31
+30
1096
$1K ﹤0.01%
35
+34
1097
$1K ﹤0.01%
+128
1098
$1K ﹤0.01%
+58
1099
$1K ﹤0.01%
13
-11
1100
$1K ﹤0.01%
11
+10
42 43
44
45 46