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
326
$593K 0.01%
5,901
+1,654
327
$589K 0.01%
11,018
-918
328
$584K 0.01%
100,336
+1,561
329
$581K 0.01%
34,050
-494
330
$579K 0.01%
9,084
-1,733
331
$578K 0.01%
4,519
+1,647
332
$575K 0.01%
7,965
+2,397
333
$569K 0.01%
17,984
+9,728
334
$568K 0.01%
10,267
-435
335
$567K 0.01%
53,346
+6,258
336
$559K 0.01%
11,792
-78
337
$554K 0.01%
+6,932
338
$553K 0.01%
3,717
+630
339
$550K 0.01%
888
+192
340
$546K 0.01%
3,218
+94
341
$545K 0.01%
12,321
+5,128
342
$544K 0.01%
43,599
+6,543
343
$543K 0.01%
+6,232
344
$538K 0.01%
5,789
+435
345
$538K 0.01%
3,797
+1,060
346
$538K 0.01%
20,997
+447
347
$536K 0.01%
+9,477
348
$532K 0.01%
13,644
-4,080
349
$527K 0.01%
6,288
+203
350
$521K 0.01%
8,080
-218
12 13
14
15 16