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
376
$439K ﹤0.01%
3,303
-409
377
$435K ﹤0.01%
6,723
-566
378
$435K ﹤0.01%
2,852
-71
379
$434K ﹤0.01%
+13,058
380
$434K ﹤0.01%
12,726
+2,394
381
$433K ﹤0.01%
+10,364
382
$427K ﹤0.01%
2,736
-285
383
$422K ﹤0.01%
6,664
+1,523
384
$422K ﹤0.01%
3,673
+1,181
385
$421K ﹤0.01%
2,720
-24
386
$419K ﹤0.01%
7,040
+2,036
387
$414K ﹤0.01%
3,117
-250
388
$410K ﹤0.01%
1,493
+481
389
$408K ﹤0.01%
3,892
+318
390
$403K ﹤0.01%
10,542
-2,948
391
$402K ﹤0.01%
10,655
+2,096
392
$402K ﹤0.01%
5,963
+27
393
$401K ﹤0.01%
8,911
+2,854
394
$399K ﹤0.01%
7,277
-130
395
$398K ﹤0.01%
3,974
+1,460
396
$392K ﹤0.01%
1,042
-551
397
$391K ﹤0.01%
3,351
+28
398
$389K ﹤0.01%
2,837
+50
399
$385K ﹤0.01%
10,145
-1,025
400
$384K ﹤0.01%
5,296
+2,104
14 15
16
17 18