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
$3.63B
AUM Growth
+$465M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
373
New
Increased
Reduced
Closed

Top Buys

1
+$150M
2
+$43M
3
+$37.8M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$36.2M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$31.5M

Top Sells

1
+$57.2M
2
+$2.4M
3
+$2.25M
4
META icon
Meta Platforms (Facebook)
META
+$1.99M
5
TWC
TIME WARNER CABLE INC NEW COM STK
TWC
+$910K

Sector Composition

1 Communication Services 1.89%
2 Healthcare 1.31%
3 Technology 1.17%
4 Consumer Staples 1.09%
5 Financials 1.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$250K 0.01%
+3,437
302
$249K 0.01%
3,738
+69
303
$243K 0.01%
+5,658
304
$243K 0.01%
5,213
+536
305
$242K 0.01%
+5,748
306
$241K 0.01%
4,493
+266
307
$241K 0.01%
8,322
+195
308
$239K 0.01%
+8,928
309
$238K 0.01%
6,508
-817
310
$237K 0.01%
3,043
-1,645
311
$235K 0.01%
5,759
+261
312
$233K 0.01%
+1,228
313
$233K 0.01%
8,788
+297
314
$230K 0.01%
4,661
+359
315
$230K 0.01%
+4,838
316
$229K 0.01%
6,568
-92
317
$229K 0.01%
+7,706
318
$228K 0.01%
3,282
+202
319
$226K 0.01%
9,768
+638
320
$225K 0.01%
4,867
-72
321
$224K 0.01%
+2,959
322
$223K 0.01%
+5,369
323
$222K 0.01%
+1,871
324
$220K 0.01%
6,888
-634
325
$219K 0.01%
+6,967
11 12
13
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