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
351
$621K 0.01%
6,478
+278
352
$619K 0.01%
3,552
-959
353
$610K 0.01%
5,178
-1,542
354
$607K 0.01%
21,135
+138
355
$602K 0.01%
14,124
+480
356
$602K 0.01%
4,733
-329
357
$597K 0.01%
3,682
-120
358
$590K 0.01%
6,221
+4,246
359
$576K 0.01%
5,424
+1,751
360
$568K 0.01%
11,723
-1,787
361
$567K 0.01%
+3,617
362
$567K 0.01%
7,889
+150
363
$566K 0.01%
8,467
-1,579
364
$562K 0.01%
6,006
+217
365
$562K 0.01%
32,016
-493
366
$557K 0.01%
7,021
-350
367
$555K 0.01%
6,592
+1,713
368
$550K 0.01%
12,046
-1,574
369
$546K 0.01%
7,939
+1,275
370
$546K 0.01%
26,821
+7,587
371
$540K 0.01%
7,134
+3,946
372
$539K 0.01%
8,550
+470
373
$536K 0.01%
+5,860
374
$536K 0.01%
8,706
-856
375
$532K 0.01%
9,031
+1,991
13 14
15
16 17