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
301
$651K 0.01%
9,562
+966
302
$649K 0.01%
10,902
+559
303
$646K 0.01%
13,032
+1,385
304
$645K 0.01%
4,958
+2,962
305
$642K 0.01%
5,343
+1,467
306
$641K 0.01%
5,647
+3,234
307
$641K 0.01%
20,264
+3,232
308
$640K 0.01%
7,791
+1,168
309
$640K 0.01%
13,510
+3,099
310
$640K 0.01%
+22,476
311
$637K 0.01%
18,076
+1,759
312
$630K 0.01%
9,498
-2,150
313
$627K 0.01%
6,200
+372
314
$625K 0.01%
7,909
+334
315
$625K 0.01%
10,328
+2,017
316
$624K 0.01%
11,087
-2,019
317
$617K 0.01%
11,804
+2,373
318
$617K 0.01%
16,016
+6,406
319
$607K 0.01%
19,960
+3,339
320
$605K 0.01%
12,102
+2,296
321
$604K 0.01%
10,245
+3,742
322
$601K 0.01%
7,371
+79
323
$598K 0.01%
21,091
+3,796
324
$598K 0.01%
13,620
+1,260
325
$595K 0.01%
7,739
+301
11 12
13
14 15