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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
701
$7K ﹤0.01%
400
+397
702
$7K ﹤0.01%
72
+71
703
$7K ﹤0.01%
104
+103
704
$7K ﹤0.01%
144
+136
705
$7K ﹤0.01%
184
+182
706
$7K ﹤0.01%
44
+43
707
$7K ﹤0.01%
118
+116
708
$7K ﹤0.01%
298
-458
709
$7K ﹤0.01%
161
+159
710
$7K ﹤0.01%
198
+196
711
$7K ﹤0.01%
85
+84
712
$7K ﹤0.01%
100
-114
713
$7K ﹤0.01%
115
+114
714
$7K ﹤0.01%
224
+223
715
$7K ﹤0.01%
+100
716
$7K ﹤0.01%
82
+81
717
$7K ﹤0.01%
244
+242
718
$7K ﹤0.01%
139
+138
719
$7K ﹤0.01%
164
+163
720
$7K ﹤0.01%
386
+384
721
$7K ﹤0.01%
134
+131
722
$7K ﹤0.01%
112
+111
723
$7K ﹤0.01%
130
+129
724
$7K ﹤0.01%
74
+73
725
$7K ﹤0.01%
52
+51
27 28
29
30 31