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
126
$362K 0.02%
3,243
+358
127
$360K 0.02%
2,330
+408
128
$359K 0.02%
6,289
+1,477
129
$354K 0.02%
4,641
+63
130
$353K 0.02%
5,397
+973
131
$352K 0.02%
2,125
+256
132
$352K 0.02%
9,388
+4,323
133
$344K 0.02%
3,687
+714
134
$343K 0.02%
2,450
+459
135
$339K 0.02%
3,600
+98
136
$338K 0.02%
26,640
+3,420
137
$337K 0.02%
5,410
+231
138
$336K 0.02%
7,200
+20
139
$335K 0.02%
3,631
+232
140
$335K 0.02%
6,852
+4,695
141
$334K 0.02%
4,512
+741
142
$332K 0.02%
1,864
+74
143
$327K 0.02%
2,032
+170
144
$325K 0.02%
279
+52
145
$324K 0.02%
4,124
+1,654
146
$323K 0.02%
3,578
+578
147
$320K 0.02%
4,333
+1,385
148
$319K 0.02%
4,065
+635
149
$318K 0.02%
2,970
+914
150
$315K 0.02%
9,006
+1,100
4 5
6
7 8