W
Wealthfront Portfolio holdings
AUM
$10.4B
This Quarter Return
+2.26%
1 Year Return
+6.15%
3 Year Return
+33.64%
5 Year Return
–
10 Year Return
–
AUM
$3.63B
AUM Growth
+$3.63B
(+15%)
Cap. Flow
+$400M
Cap. Flow
% of AUM
11.04%
Top 10 Holdings %
Top 10 Hldgs %
75.33%
Holding
373
New
40
Increased
253
Reduced
58
Closed
22
Top Buys
| 1 |
Schwab International Equity ETF
SCHF
|
$150M |
| 2 |
iShares National Muni Bond ETF
MUB
|
$43M |
| 3 |
Schwab US Broad Market ETF
SCHB
|
$37.8M |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$36.2M |
| 5 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$31.5M |
Top Sells
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$57.2M |
| 2 |
SPDR Nuveen ICE Municipal Bond ETF
TFI
|
$2.4M |
| 3 |
Apple
AAPL
|
$2.25M |
| 4 |
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% |
