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
1126
$1K ﹤0.01%
+5
1127
$1K ﹤0.01%
24
+23
1128
$1K ﹤0.01%
17
+16
1129
$1K ﹤0.01%
18
+17
1130
$1K ﹤0.01%
51
+50
1131
$1K ﹤0.01%
19
+18
1132
$1K ﹤0.01%
53
+52
1133
$1K ﹤0.01%
+51
1134
$1K ﹤0.01%
+82
1135
$1K ﹤0.01%
28
+27
1136
$1K ﹤0.01%
25
+24
1137
$1K ﹤0.01%
23
+22
1138
$1K ﹤0.01%
17
+16
1139
$1K ﹤0.01%
+28
1140
$1K ﹤0.01%
31
+30
1141
$1K ﹤0.01%
50
1142
$1K ﹤0.01%
27
+26
1143
$1K ﹤0.01%
34
+33
1144
$1K ﹤0.01%
+5
1145
$1K ﹤0.01%
+24
1146
$1K ﹤0.01%
16
+15
1147
$1K ﹤0.01%
78
+76
1148
$1K ﹤0.01%
+21
1149
$1K ﹤0.01%
17
+16
1150
$1K ﹤0.01%
20
+19
44 45
46
47 48