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
201
$249K 0.01%
7,060
+154
202
$249K 0.01%
12,251
-1,044
203
$247K 0.01%
4,345
+270
204
$245K 0.01%
3,056
-81
205
$244K 0.01%
4,346
+899
206
$241K 0.01%
9,272
+2,176
207
$241K 0.01%
2,913
+2,180
208
$240K 0.01%
4,421
+1,512
209
$238K 0.01%
3,023
-1,740
210
$238K 0.01%
1,891
+84
211
$235K 0.01%
2,133
+642
212
$234K 0.01%
5,572
+1,192
213
$232K 0.01%
1,979
-49
214
$232K 0.01%
2,231
-867
215
$232K 0.01%
3,159
+510
216
$231K 0.01%
2,780
+370
217
$231K 0.01%
3,014
+192
218
$230K 0.01%
8,107
-147
219
$229K 0.01%
6,167
+935
220
$229K 0.01%
1,973
+312
221
$228K 0.01%
5,442
+1,263
222
$228K 0.01%
2,154
+235
223
$226K 0.01%
9,498
+1,320
224
$226K 0.01%
2,379
+66
225
$225K 0.01%
5,545
-108
7 8
9
10 11