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Wealthfront Portfolio holdings

AUM $10.4B
1-Year Est. Return 6.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+6.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.15B
AUM Growth
+$352M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
651
New
Increased
Reduced
Closed

Top Buys

1
+$57.3M
2
+$56.8M
3
+$52.5M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$38.8M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$24.1M

Top Sells

1
+$5.6M
2
+$1.02M
3
+$877K
4
PFE icon
Pfizer
PFE
+$405K
5
BAC icon
Bank of America
BAC
+$239K

Sector Composition

1 Communication Services 2.62%
2 Technology 1.36%
3 Financials 1%
4 Healthcare 0.87%
5 Industrials 0.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$1K ﹤0.01%
+16
577
$1K ﹤0.01%
+10
578
$1K ﹤0.01%
+6
579
$1K ﹤0.01%
+46
580
$1K ﹤0.01%
+100
581
$1K ﹤0.01%
66
-346
582
$1K ﹤0.01%
+14
583
$1K ﹤0.01%
+10
584
$1K ﹤0.01%
+24
585
$1K ﹤0.01%
+74
586
$1K ﹤0.01%
39
-161
587
$1K ﹤0.01%
+232
588
$1K ﹤0.01%
+12
589
$1K ﹤0.01%
+75
590
$1K ﹤0.01%
+37
591
$1K ﹤0.01%
+14
592
$1K ﹤0.01%
+7
593
– –
-35
594
– –
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595
– –
-31
596
– –
-81
597
– –
-159
598
$0 ﹤0.01%
+4
599
– –
-243
600
$0 ﹤0.01%
+3
22 23
24
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