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
251
$849K 0.01%
18,102
-6,046
252
$848K 0.01%
5,642
+789
253
$843K 0.01%
14,144
-633
254
$840K 0.01%
8,837
+1,882
255
$838K 0.01%
4,698
+539
256
$837K 0.01%
7,986
+812
257
$833K 0.01%
1,052
-131
258
$828K 0.01%
10,586
-3,640
259
$821K 0.01%
5,001
+285
260
$815K 0.01%
6,074
+428
261
$805K 0.01%
38,305
+2,248
262
$802K 0.01%
8,025
-252
263
$802K 0.01%
6,720
+698
264
$801K 0.01%
8,516
+1,363
265
$798K 0.01%
19,079
+4,728
266
$784K 0.01%
13,047
-527
267
$783K 0.01%
6,151
+2,243
268
$776K 0.01%
6,359
+893
269
$772K 0.01%
9,527
+613
270
$769K 0.01%
11,378
+1,031
271
$763K 0.01%
49,612
+30,425
272
$743K 0.01%
5,963
+2,269
273
$740K 0.01%
4,392
+1,773
274
$738K 0.01%
9,335
+3,182
275
$733K 0.01%
8,640
+3,380
9 10
11
12 13