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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
1276
– –
-1,000
1277
– –
-2,000
1278
– –
-73,046
1279
– –
-1
1280
$0 ﹤0.01%
+10
1281
– –
-2,500
1282
– –
-1
1283
$0 ﹤0.01%
+1
1284
– –
-1
1285
$0 ﹤0.01%
+2
1286
$0 ﹤0.01%
10
1287
– –
-900
1288
– –
-185
1289
$0 ﹤0.01%
75
1290
$0 ﹤0.01%
4
+2
1291
– –
-300
1292
$0 ﹤0.01%
97
-15
1293
$0 ﹤0.01%
+5
1294
– –
-2,371
1295
– –
-1,108
1296
– –
-1
1297
– –
-1
1298
– –
-2,619
1299
– –
-1
1300
– –
-1
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