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
1251
– –
-1
1252
$0 ﹤0.01%
10
1253
$0 ﹤0.01%
+3
1254
$0 ﹤0.01%
1
1255
– –
-7
1256
– –
-23
1257
$0 ﹤0.01%
33
+31
1258
– –
-10
1259
$0 ﹤0.01%
43
+39
1260
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-50
1261
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-158
1262
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-8
1263
– –
-4
1264
– –
-100
1265
$0 ﹤0.01%
40
1266
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0
1267
– –
-850
1268
$0 ﹤0.01%
+4
1269
$0 ﹤0.01%
+100
1270
– –
-1,000
1271
– –
-2,000
1272
– –
-73,046
1273
– –
-1
1274
$0 ﹤0.01%
+10
1275
– –
-2,500
49 50
51
52 53