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
1176
$1K ﹤0.01%
140
-71
1177
$1K ﹤0.01%
24
+23
1178
$1K ﹤0.01%
26
+25
1179
$1K ﹤0.01%
+3
1180
$1K ﹤0.01%
69
+68
1181
$1K ﹤0.01%
45
+44
1182
$1K ﹤0.01%
+3
1183
$1K ﹤0.01%
+17
1184
$1K ﹤0.01%
54
+52
1185
$1K ﹤0.01%
19
+18
1186
$1K ﹤0.01%
+80
1187
$1K ﹤0.01%
+66
1188
$0 ﹤0.01%
+11
1189
– –
-1,108
1190
$0 ﹤0.01%
+50
1191
– –
-3
1192
– –
-1,450
1193
– –
-20
1194
– –
-2
1195
– –
-10
1196
– –
-825
1197
$0 ﹤0.01%
12
-200
1198
– –
-15
1199
– –
-100
1200
$0 ﹤0.01%
+4
46 47
48
49 50