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
$9B
AUM Growth
+$1.25B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
529
New
Increased
Reduced
Closed

Top Buys

1
+$173M
2
+$138M
3
+$126M
4
TFI icon
SPDR Nuveen ICE Municipal Bond ETF
TFI
+$112M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$104M

Top Sells

1
+$119M
2
+$6.02M
3
+$5.04M
4
META icon
Meta Platforms (Facebook)
META
+$3.65M
5
GE icon
GE Aerospace
GE
+$1.88M

Sector Composition

1 Financials 1.76%
2 Technology 1.64%
3 Communication Services 1.25%
4 Healthcare 1.01%
5 Consumer Discretionary 0.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1M 0.01%
15,854
+1,950
227
$1M 0.01%
15,516
+2,367
228
$979K 0.01%
5,776
+1,652
229
$974K 0.01%
14,229
+569
230
$973K 0.01%
58,346
+30,146
231
$968K 0.01%
19,050
-9,638
232
$955K 0.01%
3,848
-585
233
$950K 0.01%
14,308
+2,607
234
$949K 0.01%
11,565
+1,951
235
$947K 0.01%
17,248
+3,477
236
$938K 0.01%
14,286
-5,777
237
$926K 0.01%
13,739
-2,197
238
$922K 0.01%
35,923
+4,592
239
$919K 0.01%
9,418
+8
240
$908K 0.01%
2,704
-669
241
$888K 0.01%
55,395
+4,650
242
$888K 0.01%
3,430
+440
243
$886K 0.01%
4,511
+654
244
$880K 0.01%
27,493
+1,632
245
$877K 0.01%
9,419
+2,457
246
$873K 0.01%
39,760
+4,304
247
$866K 0.01%
13,121
+638
248
$865K 0.01%
10,604
+873
249
$862K 0.01%
3,881
+838
250
$858K 0.01%
10,692
+5,196
8 9
10
11 12