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
176
$280K 0.01%
7,054
+1,678
177
$280K 0.01%
1,694
-115
178
$280K 0.01%
5,138
+354
179
$276K 0.01%
2,749
+240
180
$275K 0.01%
2,416
+219
181
$273K 0.01%
2,819
+859
182
$270K 0.01%
4,249
+1,423
183
$269K 0.01%
7,446
+4,640
184
$268K 0.01%
2,764
+269
185
$268K 0.01%
6,142
+1,155
186
$267K 0.01%
3,924
+474
187
$263K 0.01%
2,999
+1,397
188
$263K 0.01%
5,119
+388
189
$262K 0.01%
3,860
+875
190
$262K 0.01%
1,748
-34
191
$261K 0.01%
4,147
+1,080
192
$261K 0.01%
2,698
+1,142
193
$261K 0.01%
8,830
+1,415
194
$260K 0.01%
1,987
+387
195
$260K 0.01%
12,756
+1,580
196
$258K 0.01%
2,258
+695
197
$257K 0.01%
4,649
+611
198
$254K 0.01%
1,075
199
$254K 0.01%
3,179
+1,097
200
$249K 0.01%
1,431
+536
6 7
8
9 10