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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
726
$7K ﹤0.01%
137
+136
727
$7K ﹤0.01%
230
+228
728
$7K ﹤0.01%
300
+297
729
$7K ﹤0.01%
124
+92
730
$7K ﹤0.01%
289
+286
731
$7K ﹤0.01%
64
+63
732
$7K ﹤0.01%
233
+231
733
$7K ﹤0.01%
270
+267
734
$6K ﹤0.01%
+55
735
$6K ﹤0.01%
176
+174
736
$6K ﹤0.01%
87
+85
737
$6K ﹤0.01%
106
+105
738
$6K ﹤0.01%
68
+67
739
$6K ﹤0.01%
229
+228
740
$6K ﹤0.01%
118
+117
741
$6K ﹤0.01%
338
+334
742
$6K ﹤0.01%
67
+66
743
$6K ﹤0.01%
194
+193
744
$6K ﹤0.01%
222
+220
745
$6K ﹤0.01%
75
-125
746
$6K ﹤0.01%
32
+31
747
$6K ﹤0.01%
138
+136
748
$6K ﹤0.01%
196
+194
749
$6K ﹤0.01%
130
+129
750
$6K ﹤0.01%
+144
28 29
30
31 32