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 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
1151
$1K ﹤0.01%
+12
1152
$1K ﹤0.01%
+26
1153
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+26
1154
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13
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140
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1156
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24
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1157
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26
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1158
$1K ﹤0.01%
+3
1159
$1K ﹤0.01%
69
+68
1160
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25
+24
1161
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24
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1162
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1163
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1164
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21
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1165
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$1K ﹤0.01%
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1167
$1K ﹤0.01%
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1168
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54
+52
1169
$1K ﹤0.01%
19
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1170
$1K ﹤0.01%
+80
1171
$1K ﹤0.01%
+66
1172
$1K ﹤0.01%
+5
1173
$1K ﹤0.01%
24
+23
1174
$1K ﹤0.01%
17
+16
1175
$1K ﹤0.01%
18
+17