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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
1051
$2K ﹤0.01%
58
+56
1052
$2K ﹤0.01%
+23
1053
$2K ﹤0.01%
38
+37
1054
$2K ﹤0.01%
27
+26
1055
$2K ﹤0.01%
40
+38
1056
$2K ﹤0.01%
+26
1057
$2K ﹤0.01%
188
+177
1058
$2K ﹤0.01%
42
+41
1059
$2K ﹤0.01%
56
+55
1060
$2K ﹤0.01%
66
+65
1061
$2K ﹤0.01%
+19
1062
$2K ﹤0.01%
+60
1063
$2K ﹤0.01%
+100
1064
$2K ﹤0.01%
34
+33
1065
$2K ﹤0.01%
71
+69
1066
$2K ﹤0.01%
159
+157
1067
$2K ﹤0.01%
44
+43
1068
$2K ﹤0.01%
55
+54
1069
$2K ﹤0.01%
+54
1070
$2K ﹤0.01%
+50
1071
$2K ﹤0.01%
114
+111
1072
$2K ﹤0.01%
108
+105
1073
$2K ﹤0.01%
73
+72
1074
$2K ﹤0.01%
+15
1075
$2K ﹤0.01%
+150
41 42
43
44 45