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
1201
$0 ﹤0.01%
+50
1202
– –
-3
1203
– –
-1,450
1204
– –
-20
1205
– –
-2
1206
– –
-10
1207
– –
-825
1208
$0 ﹤0.01%
12
-200
1209
– –
-100
1210
$0 ﹤0.01%
+4
1211
– –
-1,560
1212
– –
-656
1213
– –
-1
1214
– –
-700
1215
– –
-100
1216
– –
-36
1217
– –
-14
1218
– –
-600
1219
– –
-664
1220
$0 ﹤0.01%
4
-37
1221
$0 ﹤0.01%
+20
1222
– –
-6
1223
– –
-1
1224
$0 ﹤0.01%
+8
1225
– –
-510
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