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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
$2.08B
AUM Growth
+$370M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,318
New
Increased
Reduced
Closed

Top Buys

1
+$104M
2
+$55.4M
3
+$34.7M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$34.1M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$28.4M

Top Sells

1
+$34.9M
2
+$3.52M
3
+$628K
4
MSFT icon
Microsoft
MSFT
+$598K
5
AGN
Allergan Inc
AGN
+$569K

Sector Composition

1 Communication Services 2.75%
2 Financials 1.14%
3 Healthcare 1.06%
4 Technology 0.94%
5 Industrials 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$15K ﹤0.01%
56
577
$15K ﹤0.01%
1,230
-11,070
578
$15K ﹤0.01%
1,029
+1,022
579
$14K ﹤0.01%
292
+291
580
$14K ﹤0.01%
274
+273
581
$14K ﹤0.01%
132
+117
582
$14K ﹤0.01%
125
+60
583
$14K ﹤0.01%
281
+280
584
$14K ﹤0.01%
130
-322
585
$14K ﹤0.01%
210
+209
586
$14K ﹤0.01%
273
+272
587
$14K ﹤0.01%
+200
588
$14K ﹤0.01%
110
+44
589
$14K ﹤0.01%
+188
590
$14K ﹤0.01%
193
+192
591
$14K ﹤0.01%
159
+158
592
$14K ﹤0.01%
174
-280
593
$13K ﹤0.01%
199
+197
594
$13K ﹤0.01%
88
+77
595
$13K ﹤0.01%
80
+79
596
$13K ﹤0.01%
272
+270
597
$13K ﹤0.01%
195
+194
598
$13K ﹤0.01%
+27
599
$13K ﹤0.01%
707
+703
600
$12K ﹤0.01%
310
+309
22 23
24
25 26