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
326
$219K 0.01%
+5,646
327
$219K 0.01%
3,314
+146
328
$218K 0.01%
+1,897
329
$217K 0.01%
+5,476
330
$216K 0.01%
+8,376
331
$215K 0.01%
7,780
+241
332
$214K 0.01%
17,036
+3,638
333
$214K 0.01%
+1,920
334
$213K 0.01%
+2,622
335
$210K 0.01%
870
-1,833
336
$208K 0.01%
1,316
+27
337
$207K 0.01%
+2,715
338
$205K 0.01%
587
-23
339
$201K 0.01%
+4,879
340
$201K 0.01%
+2,370
341
$200K 0.01%
+3,892
342
$200K 0.01%
6,400
+356
343
$196K 0.01%
12,107
+1,197
344
$195K 0.01%
8,740
+292
345
$193K 0.01%
+10,060
346
$179K ﹤0.01%
20,985
+6,526
347
$125K ﹤0.01%
4,985
-88
348
$123K ﹤0.01%
+11,172
349
$81K ﹤0.01%
1,099
+68
350
$52K ﹤0.01%
+10,032
11 12 13
14
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