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
1
$378M 18.16%
3,522,804
+518,798
2
$316M 15.21%
7,943,207
+2,647,600
3
$238M 11.44%
2,151,467
+307,899
4
$213M 10.25%
5,218,410
+852,607
5
$135M 6.48%
2,787,934
+592,224
6
$126M 6.07%
1,569,894
+302,972
7
$103M 4.93%
12,188,166
+1,946,460
8
$83M 3.99%
5,488,100
-2,348,004
9
$57M 2.74%
675,654
+102,233
10
$48.1M 2.31%
1,733,727
+647,753
11
$43M 2.07%
3,273,867
+352,566
12
$41.5M 2%
341,237
+62,926
13
$32.6M 1.57%
298,076
+12,178
14
$27.3M 1.31%
545,401
-12,052
15
$25.2M 1.21%
224,660
+45,795
16
$24M 1.15%
195,902
+22,022
17
$20.7M 1%
252,052
+7,720
18
$10.9M 0.52%
117,986
+19,662
19
$6.24M 0.3%
227,116
+26,040
20
$4.94M 0.24%
158,804
+19,516
21
$4.74M 0.23%
56,887
-6,205
22
$3.42M 0.16%
70,670
+61,367
23
$2.22M 0.11%
40,740
+5,437
24
$2.21M 0.11%
45,625
+7,975
25
$2.18M 0.1%
15,079
+239
1
2 3 4 5