W

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
1201
– –
-31
1202
– –
-265
1203
– –
-127
1204
– –
-1
1205
– –
-1,700
1206
– –
-2,703
1207
– –
-2,810
1208
– –
-158
1209
– –
-8
1210
– –
-4
1211
– –
-100
1212
$0 ﹤0.01%
40
1213
– –
0
1214
– –
-850
1215
$0 ﹤0.01%
+4
1216
$0 ﹤0.01%
+100
1217
– –
-1,000
1218
$0 ﹤0.01%
97
-15
1219
– –
-3
1220
– –
-20
1221
$0 ﹤0.01%
+3
1222
– –
-10
1223
– –
-105
1224
– –
-1
1225
– –
-19
47 48
49
50 51