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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
1001
$2K ﹤0.01%
+40
1002
$2K ﹤0.01%
126
+124
1003
$2K ﹤0.01%
50
+48
1004
$2K ﹤0.01%
33
+32
1005
$2K ﹤0.01%
+8
1006
$2K ﹤0.01%
40
+39
1007
$2K ﹤0.01%
34
+33
1008
$2K ﹤0.01%
72
+71
1009
$2K ﹤0.01%
43
+42
1010
$2K ﹤0.01%
43
-57
1011
$2K ﹤0.01%
+36
1012
$2K ﹤0.01%
+79
1013
$2K ﹤0.01%
30
+29
1014
$2K ﹤0.01%
+100
1015
$2K ﹤0.01%
55
+54
1016
$2K ﹤0.01%
136
+132
1017
$2K ﹤0.01%
187
+184
1018
$2K ﹤0.01%
+86
1019
$2K ﹤0.01%
61
+60
1020
$2K ﹤0.01%
+25
1021
$2K ﹤0.01%
+56
1022
$2K ﹤0.01%
+29
1023
$2K ﹤0.01%
44
+38
1024
$2K ﹤0.01%
+24
1025
$2K ﹤0.01%
41
+40
39 40
41
42 43