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
401
$397K ﹤0.01%
7,462
+1,490
402
$395K ﹤0.01%
+248
403
$389K ﹤0.01%
3,483
-28
404
$387K ﹤0.01%
16,156
-2,492
405
$385K ﹤0.01%
1,938
+144
406
$378K ﹤0.01%
6,210
-3,768
407
$376K ﹤0.01%
4,413
-252
408
$374K ﹤0.01%
6,127
+660
409
$372K ﹤0.01%
3,972
+604
410
$372K ﹤0.01%
2,675
+162
411
$370K ﹤0.01%
2,400
-320
412
$367K ﹤0.01%
1,581
-141
413
$366K ﹤0.01%
3,473
+357
414
$364K ﹤0.01%
1,752
+135
415
$357K ﹤0.01%
2,534
-202
416
$354K ﹤0.01%
9,596
-271
417
$351K ﹤0.01%
5,037
+202
418
$350K ﹤0.01%
2,302
-550
419
$347K ﹤0.01%
7,342
+522
420
$343K ﹤0.01%
6,665
-1,507
421
$340K ﹤0.01%
11,857
-796
422
$338K ﹤0.01%
3,367
+242
423
$338K ﹤0.01%
3,065
-1,159
424
$336K ﹤0.01%
4,857
+971
425
$335K ﹤0.01%
2,204
+188
15 16
17
18 19