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
101
$411K 0.02%
4,388
+2,305
102
$407K 0.02%
10,628
+1,280
103
$403K 0.02%
7,052
+3,391
104
$400K 0.02%
4,130
-548
105
$399K 0.02%
4,357
-856
106
$399K 0.02%
3,386
+641
107
$398K 0.02%
19,614
+530
108
$396K 0.02%
6,993
+1,791
109
$392K 0.02%
2,801
+585
110
$391K 0.02%
4,126
+491
111
$389K 0.02%
5,468
+583
112
$387K 0.02%
8,599
+6,657
113
$385K 0.02%
4,435
+610
114
$381K 0.02%
8,686
+3,970
115
$379K 0.02%
8,527
+1,054
116
$375K 0.02%
8,460
+876
117
$374K 0.02%
4,098
+174
118
$374K 0.02%
3,721
-7
119
$372K 0.02%
3,492
+974
120
$371K 0.02%
2,139
-4
121
$367K 0.02%
3,498
+1,146
122
$366K 0.02%
10,614
+856
123
$363K 0.02%
9,022
+2,450
124
$363K 0.02%
5,427
+2,252
125
$363K 0.02%
3,514
+728
3 4
5
6 7