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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
951
$3K ﹤0.01%
+27
952
$3K ﹤0.01%
34
+33
953
$3K ﹤0.01%
220
+216
954
$3K ﹤0.01%
64
+63
955
$3K ﹤0.01%
+79
956
$3K ﹤0.01%
91
+90
957
$3K ﹤0.01%
88
+86
958
$3K ﹤0.01%
+150
959
$3K ﹤0.01%
67
+65
960
$3K ﹤0.01%
35
+34
961
$3K ﹤0.01%
185
+183
962
$3K ﹤0.01%
146
+144
963
$3K ﹤0.01%
96
+94
964
$3K ﹤0.01%
+147
965
$3K ﹤0.01%
62
+61
966
$3K ﹤0.01%
54
+53
967
$3K ﹤0.01%
+150
968
$2K ﹤0.01%
770
+765
969
$2K ﹤0.01%
125
+123
970
$2K ﹤0.01%
+20
971
$2K ﹤0.01%
+437
972
$2K ﹤0.01%
36
+35
973
$2K ﹤0.01%
23
+22
974
$2K ﹤0.01%
27
+26
975
$2K ﹤0.01%
24
+23
37 38
39
40 41