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
326
$709K 0.01%
6,215
+252
327
$708K 0.01%
2,943
-42
328
$706K 0.01%
12,971
-1,173
329
$704K 0.01%
19,352
+6,626
330
$697K 0.01%
5,170
+36
331
$694K 0.01%
12,660
+652
332
$693K 0.01%
21,077
+10,422
333
$692K 0.01%
+5,836
334
$691K 0.01%
13,301
+198
335
$688K 0.01%
9,406
-121
336
$685K 0.01%
24,675
+6,691
337
$685K 0.01%
13,771
+1,669
338
$674K 0.01%
12,804
+483
339
$672K 0.01%
10,253
+755
340
$672K 0.01%
6,683
+2,130
341
$669K 0.01%
2,179
+686
342
$667K 0.01%
7,129
+770
343
$648K 0.01%
6,140
+3,135
344
$648K 0.01%
5,286
+3,310
345
$645K 0.01%
8,067
+158
346
$642K 0.01%
9,194
+5,294
347
$634K 0.01%
60,348
+7,002
348
$632K 0.01%
8,322
+3,026
349
$626K 0.01%
7,942
+1,010
350
$623K 0.01%
51,453
+7,854
12 13
14
15 16