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
$9.86B
AUM Growth
+$867M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
528
New
Increased
Reduced
Closed

Top Buys

1
+$299M
2
+$229M
3
+$126M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$67.8M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$51.5M

Top Sells

1
+$115M
2
+$56.7M
3
+$21.5M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$15.6M
5
META icon
Meta Platforms (Facebook)
META
+$7.63M

Sector Composition

1 Financials 1.73%
2 Technology 1.66%
3 Communication Services 1.01%
4 Consumer Discretionary 0.95%
5 Healthcare 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.16M 0.01%
38,159
-1,044
227
$1.15M 0.01%
36,262
-7,950
228
$1.15M 0.01%
17,546
+483
229
$1.12M 0.01%
+9,493
230
$1.12M 0.01%
23,533
+6,285
231
$1.12M 0.01%
15,318
-1,917
232
$1.12M 0.01%
46,730
+35,116
233
$1.11M 0.01%
30,176
-40
234
$1.11M 0.01%
21,927
+372
235
$1.11M 0.01%
3,941
+511
236
$1.1M 0.01%
15,737
+1,508
237
$1.1M 0.01%
28,779
-15,535
238
$1.09M 0.01%
13,285
+6,997
239
$1.08M 0.01%
11,259
+2,743
240
$1.08M 0.01%
7,678
-839
241
$1.07M 0.01%
54,997
+3,995
242
$1.07M 0.01%
24,767
+14,077
243
$1.07M 0.01%
7,174
+1,831
244
$1.07M 0.01%
19,276
+10,260
245
$1.07M 0.01%
4,244
+363
246
$1.06M 0.01%
28,108
-4,665
247
$1.05M 0.01%
19,916
+866
248
$1.04M 0.01%
10,417
+1,580
249
$1.04M 0.01%
62,790
+7,395
250
$1.03M 0.01%
17,539
+137
8 9
10
11 12