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
351
$521K 0.01%
4,553
+121
352
$517K 0.01%
5,801
-154
353
$515K 0.01%
5,062
+20
354
$514K 0.01%
+10,690
355
$514K 0.01%
16,854
-17,667
356
$512K 0.01%
18,648
-12,234
357
$510K 0.01%
4,224
-1,159
358
$507K 0.01%
2,539
+90
359
$489K 0.01%
5,746
+2,365
360
$482K 0.01%
8,172
+416
361
$482K 0.01%
9,016
-280
362
$480K 0.01%
4,571
+59
363
$475K 0.01%
1,722
+58
364
$475K 0.01%
2,906
-1,817
365
$468K 0.01%
4,635
-786
366
$467K 0.01%
32,509
-863
367
$456K 0.01%
19,234
+3,337
368
$456K 0.01%
7,214
+262
369
$452K 0.01%
8,844
+2,977
370
$452K 0.01%
7,054
+1,599
371
$448K 0.01%
4,665
-1,746
372
$443K ﹤0.01%
4,879
+1,084
373
$441K ﹤0.01%
11,415
+920
374
$440K ﹤0.01%
3,268
-7,211
375
$440K ﹤0.01%
4,631
-1,082
13 14
15
16 17