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
376
$526K 0.01%
4,209
+2,448
377
$517K 0.01%
17,249
-2,711
378
$516K 0.01%
4,729
+158
379
$502K 0.01%
7,822
+608
380
$492K 0.01%
11,151
-641
381
$489K 0.01%
7,412
-553
382
$478K ﹤0.01%
5,588
-213
383
$476K ﹤0.01%
+12,385
384
$474K ﹤0.01%
4,890
+869
385
$474K ﹤0.01%
6,563
+600
386
$473K ﹤0.01%
13,523
-4,553
387
$472K ﹤0.01%
16,005
+2,947
388
$458K ﹤0.01%
8,899
-2,188
389
$457K ﹤0.01%
4,560
-71
390
$457K ﹤0.01%
6,584
+904
391
$456K ﹤0.01%
30,258
-8,791
392
$447K ﹤0.01%
4,008
+34
393
$446K ﹤0.01%
2,911
-307
394
$437K ﹤0.01%
3,286
-431
395
$432K ﹤0.01%
+12,582
396
$427K ﹤0.01%
4,049
+1,571
397
$420K ﹤0.01%
6,639
-84
398
$419K ﹤0.01%
729
-159
399
$418K ﹤0.01%
2,446
-93
400
$412K ﹤0.01%
3,690
+339
14 15
16
17 18