W

Wealthfront Portfolio holdings

AUM $10.4B
1-Year Est. Return 6.15%
This Fund
S&P 500
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 1.16%
4 Consumer Staples 1.09%
5 Financials 1.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$43K ﹤0.01%
+50
352
– –
-2,025
353
– –
-4,571
354
– –
-6,508
355
– –
-2,441
356
– –
-4,873
357
– –
-3,293
358
– –
-7,760
359
– –
-5,185
360
– –
-6,110
361
– –
-6,233
362
– –
-6,553
363
– –
-10,708
364
– –
-3,430
365
– –
-4,927
366
– –
-21,750
367
– –
-2,426
368
– –
-7,981
369
– –
-9,082
370
– –
-2,777
371
– –
-4,878
372
– –
-4,100
373
– –
-4,447
11 12 13 14
15