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
151
$311K 0.01%
5,881
+2,271
152
$311K 0.01%
4,387
+814
153
$308K 0.01%
3,624
+597
154
$306K 0.01%
1,874
+890
155
$304K 0.01%
3,928
+1,233
156
$303K 0.01%
5,999
+2,627
157
$302K 0.01%
668
+168
158
$301K 0.01%
3,645
+450
159
$301K 0.01%
6,941
+1,095
160
$300K 0.01%
20,790
+1,695
161
$297K 0.01%
3,388
+920
162
$297K 0.01%
2,884
+224
163
$294K 0.01%
2,124
+604
164
$293K 0.01%
429
+45
165
$293K 0.01%
2,945
+1,107
166
$292K 0.01%
2,258
+458
167
$291K 0.01%
26,385
-984
168
$289K 0.01%
20,443
-21,089
169
$288K 0.01%
4,775
+1,537
170
$288K 0.01%
8,519
+1,005
171
$286K 0.01%
1,662
+256
172
$285K 0.01%
5,087
+618
173
$284K 0.01%
4,267
+472
174
$280K 0.01%
3,597
+569
175
$280K 0.01%
4,953
+2,326
5 6
7
8 9