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
401
$383K ﹤0.01%
5,680
-4,440
402
$379K ﹤0.01%
36,895
+3,817
403
$372K ﹤0.01%
9,867
+2,920
404
$372K ﹤0.01%
2,900
-31
405
$372K ﹤0.01%
5,525
+387
406
$371K ﹤0.01%
3,567
-700
407
$368K ﹤0.01%
8,213
-5,029
408
$364K ﹤0.01%
3,511
+710
409
$354K ﹤0.01%
12,653
+1,816
410
$354K ﹤0.01%
5,186
+68
411
$353K ﹤0.01%
4,021
+95
412
$353K ﹤0.01%
2,314
+275
413
$350K ﹤0.01%
4,662
+249
414
$348K ﹤0.01%
5,467
+103
415
$347K ﹤0.01%
1,794
+45
416
$344K ﹤0.01%
2,513
+83
417
$340K ﹤0.01%
4,835
-8,612
418
$333K ﹤0.01%
17,598
+2,614
419
$327K ﹤0.01%
1,480
+23
420
$320K ﹤0.01%
1,617
+21
421
$315K ﹤0.01%
7,472
-1,284
422
$312K ﹤0.01%
7,105
+79
423
$311K ﹤0.01%
14,970
+480
424
$308K ﹤0.01%
1,499
+95
425
$308K ﹤0.01%
3,125
-57
15 16
17
18 19