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
301
$788K 0.01%
5,242
-400
302
$786K 0.01%
28,785
+2,083
303
$774K 0.01%
31,691
-3,333
304
$772K 0.01%
12,881
+1,899
305
$769K 0.01%
41,236
+7,304
306
$767K 0.01%
+28,982
307
$761K 0.01%
6,063
-1,923
308
$760K 0.01%
3,303
+53
309
$753K 0.01%
9,173
+6,266
310
$752K 0.01%
4,482
-1,113
311
$749K 0.01%
1,791
+231
312
$748K 0.01%
26,829
-664
313
$745K 0.01%
12,501
+1,599
314
$745K 0.01%
22,220
+10,805
315
$743K 0.01%
9,662
+4,476
316
$741K 0.01%
22,411
317
$736K 0.01%
12,867
-172
318
$729K 0.01%
55,427
+5,815
319
$726K 0.01%
14,056
+2,252
320
$721K 0.01%
11,583
-13,232
321
$716K 0.01%
4,728
+1,891
322
$715K 0.01%
+11,510
323
$715K 0.01%
16,319
+7,475
324
$713K 0.01%
10,741
+2,950
325
$710K 0.01%
130,739
+30,403
11 12
13
14 15