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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
826
$4K ﹤0.01%
470
+463
827
$4K ﹤0.01%
95
+94
828
$4K ﹤0.01%
+113
829
$4K ﹤0.01%
84
+83
830
$4K ﹤0.01%
145
+144
831
$4K ﹤0.01%
171
+167
832
$4K ﹤0.01%
56
+55
833
$4K ﹤0.01%
258
+256
834
$4K ﹤0.01%
72
+71
835
$4K ﹤0.01%
13
-187
836
$4K ﹤0.01%
+8
837
$4K ﹤0.01%
+359
838
$4K ﹤0.01%
55
+54
839
$4K ﹤0.01%
103
+102
840
$4K ﹤0.01%
54
+53
841
$4K ﹤0.01%
65
+64
842
$4K ﹤0.01%
244
+242
843
$4K ﹤0.01%
40
+39
844
$4K ﹤0.01%
784
+744
845
$4K ﹤0.01%
46
+45
846
$4K ﹤0.01%
320
+317
847
$4K ﹤0.01%
196
+193
848
$4K ﹤0.01%
314
+312
849
$4K ﹤0.01%
318
+312
850
$4K ﹤0.01%
104
-156
32 33
34
35 36