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
251
$1.02M 0.01%
9,653
-443
252
$1.02M 0.01%
+27,151
253
$1.02M 0.01%
18,670
+3,118
254
$1.01M 0.01%
10,162
+744
255
$1M 0.01%
6,287
+1,286
256
$991K 0.01%
15,565
+4,454
257
$985K 0.01%
11,591
+2,951
258
$983K 0.01%
7,173
+1,099
259
$983K 0.01%
20,115
+6,409
260
$982K 0.01%
+21,114
261
$977K 0.01%
27,419
+11,403
262
$975K 0.01%
13,338
+217
263
$972K 0.01%
5,328
+936
264
$959K 0.01%
11,118
+1,783
265
$953K 0.01%
11,839
+1,619
266
$948K 0.01%
14,578
-938
267
$944K 0.01%
43,820
+4,060
268
$943K 0.01%
34,413
+13,322
269
$939K 0.01%
57,130
-1,216
270
$927K 0.01%
2,979
+275
271
$926K 0.01%
6,260
+484
272
$922K 0.01%
7,056
-636
273
$922K 0.01%
1,527
+475
274
$919K 0.01%
16,036
+660
275
$910K 0.01%
6,304
-528
9 10
11
12 13