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
1151
$1K ﹤0.01%
111
+108
1152
$1K ﹤0.01%
17
+16
1153
$1K ﹤0.01%
28
+27
1154
$1K ﹤0.01%
+24
1155
$1K ﹤0.01%
+26
1156
$1K ﹤0.01%
+26
1157
$1K ﹤0.01%
13
1158
$1K ﹤0.01%
140
-71
1159
$1K ﹤0.01%
24
+23
1160
$1K ﹤0.01%
26
+25
1161
$1K ﹤0.01%
+3
1162
$1K ﹤0.01%
69
+68
1163
$1K ﹤0.01%
25
+24
1164
$1K ﹤0.01%
24
+23
1165
$1K ﹤0.01%
+2
1166
$1K ﹤0.01%
+14
1167
$1K ﹤0.01%
21
+20
1168
$1K ﹤0.01%
45
+44
1169
$1K ﹤0.01%
+3
1170
$1K ﹤0.01%
54
+52
1171
$1K ﹤0.01%
19
+18
1172
$1K ﹤0.01%
+80
1173
$1K ﹤0.01%
+66
1174
$1K ﹤0.01%
+5
1175
$1K ﹤0.01%
24
+23
45 46
47
48 49