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
1276
– –
-2,500
1277
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-1
1278
$0 ﹤0.01%
+1
1279
– –
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1280
$0 ﹤0.01%
+2
1281
$0 ﹤0.01%
10
1282
– –
-900
1283
– –
-185
1284
$0 ﹤0.01%
75
1285
$0 ﹤0.01%
4
+2
1286
$0 ﹤0.01%
54
1287
– –
-300
1288
$0 ﹤0.01%
+8
1289
– –
-25
1290
$0 ﹤0.01%
+10
1291
– –
-500
1292
– –
-10
1293
$0 ﹤0.01%
97
-15
1294
$0 ﹤0.01%
+5
1295
– –
-2,371
1296
– –
-1,108
1297
– –
-1
1298
– –
-1
1299
– –
-2,619
1300
– –
-1
49 50 51
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