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
1076
$1K ﹤0.01%
27
+26
1077
$1K ﹤0.01%
34
+33
1078
$1K ﹤0.01%
53
+52
1079
$1K ﹤0.01%
+51
1080
$1K ﹤0.01%
+17
1081
$1K ﹤0.01%
+5
1082
$1K ﹤0.01%
10
+9
1083
$1K ﹤0.01%
60
1084
$1K ﹤0.01%
+24
1085
$1K ﹤0.01%
18
+17
1086
$1K ﹤0.01%
+30
1087
$1K ﹤0.01%
31
+29
1088
$1K ﹤0.01%
7
+6
1089
$1K ﹤0.01%
+21
1090
$1K ﹤0.01%
+7
1091
$1K ﹤0.01%
23
+22
1092
$1K ﹤0.01%
+42
1093
$1K ﹤0.01%
+40
1094
$1K ﹤0.01%
+30
1095
$1K ﹤0.01%
94
+92
1096
$1K ﹤0.01%
+42
1097
$1K ﹤0.01%
23
1098
$1K ﹤0.01%
81
+78
1099
$1K ﹤0.01%
50
-40
1100
$1K ﹤0.01%
38
-37
42 43
44
45 46