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
1101
$1K ﹤0.01%
+128
1102
$1K ﹤0.01%
+58
1103
$1K ﹤0.01%
13
-11
1104
$1K ﹤0.01%
11
+10
1105
$1K ﹤0.01%
36
+35
1106
$1K ﹤0.01%
42
+41
1107
$1K ﹤0.01%
+10
1108
$1K ﹤0.01%
+120
1109
$1K ﹤0.01%
122
+119
1110
$1K ﹤0.01%
200
-150
1111
$1K ﹤0.01%
29
+28
1112
$1K ﹤0.01%
+60
1113
$1K ﹤0.01%
+20
1114
$1K ﹤0.01%
28
+27
1115
$1K ﹤0.01%
16
+15
1116
$1K ﹤0.01%
78
+76
1117
$1K ﹤0.01%
+21
1118
$1K ﹤0.01%
17
+16
1119
$1K ﹤0.01%
20
+19
1120
$1K ﹤0.01%
48
+45
1121
$1K ﹤0.01%
+23
1122
$1K ﹤0.01%
+50
1123
$1K ﹤0.01%
10
+8
1124
$1K ﹤0.01%
18
+17
1125
$1K ﹤0.01%
18
+17
43 44
45
46 47