We are live on ! Find out more
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
1201
$0 ﹤0.01%
4
-37
1202
$0 ﹤0.01%
+8
1203
– –
-7,998
1204
$0 ﹤0.01%
7
+6
1205
$0 ﹤0.01%
+14
1206
– –
-6,000
1207
– –
-850
1208
$0 ﹤0.01%
+8
1209
– –
-25
1210
$0 ﹤0.01%
+10
1211
– –
-500
1212
– –
-10
1213
– –
-3
1214
– –
-20
1215
$0 ﹤0.01%
+3
1216
– –
-10
1217
– –
-105
1218
– –
-1
1219
– –
-19
1220
$0 ﹤0.01%
2
-11
1221
– –
-10
1222
$0 ﹤0.01%
2
-62
1223
– –
-1,450
1224
– –
-20
1225
– –
-2
47 48
49
50 51