W

Wealthfront Portfolio holdings

AUM $10.4B
1-Year Est. Return 6.15%
This Quarter Est. Return
1 Year Est. Return
+6.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.63B
AUM Growth
+$465M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
373
New
Increased
Reduced
Closed

Top Buys

1
+$150M
2
+$43M
3
+$37.8M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$36.2M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$31.5M

Top Sells

1
+$57.2M
2
+$2.4M
3
+$2.25M
4
META icon
Meta Platforms (Facebook)
META
+$1.99M
5
TWC
TIME WARNER CABLE INC NEW COM STK
TWC
+$910K

Sector Composition

1 Communication Services 1.89%
2 Healthcare 1.31%
3 Technology 1.17%
4 Consumer Staples 1.09%
5 Financials 1.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$357K 0.01%
2,612
-108
227
$357K 0.01%
4,860
+999
228
$354K 0.01%
5,925
+208
229
$354K 0.01%
2,938
+269
230
$352K 0.01%
6,867
+142
231
$351K 0.01%
5,526
-5,908
232
$349K 0.01%
12,330
+1,664
233
$348K 0.01%
9,226
+386
234
$347K 0.01%
4,281
-128
235
$346K 0.01%
6,462
+1,913
236
$342K 0.01%
9,480
+1,260
237
$336K 0.01%
1,969
-42
238
$335K 0.01%
4,549
+345
239
$333K 0.01%
15,418
+4,653
240
$331K 0.01%
9,576
-338
241
$330K 0.01%
23,048
+1,736
242
$328K 0.01%
3,483
+554
243
$324K 0.01%
37,218
+4,716
244
$321K 0.01%
2,511
-538
245
$319K 0.01%
3,920
+205
246
$318K 0.01%
2,418
-275
247
$315K 0.01%
12,832
+668
248
$308K 0.01%
2,397
+335
249
$306K 0.01%
4,088
+263
250
$306K 0.01%
5,753
+359
8 9
10
11 12