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
276
$726K 0.01%
10,220
-189
277
$725K 0.01%
19,207
-571
278
$722K 0.01%
15,256
+4,424
279
$721K 0.01%
8,097
+40
280
$720K 0.01%
22,411
281
$720K 0.01%
2,985
+1,064
282
$715K 0.01%
16,939
+119
283
$707K 0.01%
1,560
+182
284
$706K 0.01%
39,049
-15,480
285
$704K 0.01%
9,978
+3,630
286
$703K 0.01%
11,111
+461
287
$696K 0.01%
5,134
+1,757
288
$691K 0.01%
3,250
+1,014
289
$688K 0.01%
4,661
+328
290
$683K 0.01%
15,552
+6,110
291
$682K 0.01%
13,103
+393
292
$674K 0.01%
33,932
+5,607
293
$673K 0.01%
10,046
+1,455
294
$673K 0.01%
13,039
+2,225
295
$672K 0.01%
3,802
+134
296
$672K 0.01%
12,008
+453
297
$667K 0.01%
10,982
+328
298
$662K 0.01%
26,702
-1,254
299
$661K 0.01%
61,065
+29,068
300
$658K 0.01%
13,044
+4,848
10 11
12
13 14