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
1176
$1K ﹤0.01%
51
+50
1177
$1K ﹤0.01%
19
+18
1178
$1K ﹤0.01%
53
+52
1179
$1K ﹤0.01%
+51
1180
$1K ﹤0.01%
+82
1181
$1K ﹤0.01%
28
+27
1182
$1K ﹤0.01%
25
+24
1183
$1K ﹤0.01%
23
+22
1184
$1K ﹤0.01%
17
+16
1185
$1K ﹤0.01%
+28
1186
$1K ﹤0.01%
31
+30
1187
$1K ﹤0.01%
50
1188
– –
-15
1189
– –
-3
1190
– –
-20
1191
$0 ﹤0.01%
+3
1192
– –
-10
1193
– –
-105
1194
– –
-1
1195
– –
-19
1196
$0 ﹤0.01%
2
-11
1197
– –
-10
1198
$0 ﹤0.01%
2
-62
1199
$0 ﹤0.01%
+50
1200
– –
-3
46 47
48
49 50