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
276
$891K 0.01%
21,798
+15,050
277
$880K 0.01%
15,455
+4,437
278
$879K 0.01%
21,844
+2,637
279
$870K 0.01%
15,539
+1,253
280
$868K 0.01%
9,522
+1,425
281
$865K 0.01%
14,020
+3,753
282
$863K 0.01%
39,380
+1,075
283
$862K 0.01%
35,482
-441
284
$849K 0.01%
10,881
+189
285
$845K 0.01%
13,086
-1,808
286
$837K 0.01%
5,186
+525
287
$835K 0.01%
11,976
-1,071
288
$830K 0.01%
12,533
+1,155
289
$829K 0.01%
33,341
+16,487
290
$829K 0.01%
9,741
-863
291
$821K 0.01%
26,892
+4,416
292
$815K 0.01%
21,185
+4,246
293
$813K 0.01%
15,220
+2,176
294
$808K 0.01%
7,484
+3,592
295
$807K 0.01%
26,133
-506
296
$804K 0.01%
63,800
-20,365
297
$802K 0.01%
7,779
-246
298
$799K 0.01%
6,884
+3,767
299
$791K 0.01%
69,567
+8,502
300
$790K 0.01%
4,900
+1,103
10 11
12
13 14