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
426
$304K ﹤0.01%
5,972
-344
427
$304K ﹤0.01%
2,016
-11
428
$300K ﹤0.01%
3,368
+371
429
$300K ﹤0.01%
8,213
+533
430
$298K ﹤0.01%
11,614
+940
431
$297K ﹤0.01%
17,008
+2,528
432
$295K ﹤0.01%
6,820
+375
433
$291K ﹤0.01%
3,197
-83
434
$291K ﹤0.01%
3,785
-318
435
$290K ﹤0.01%
+3,886
436
$289K ﹤0.01%
6,672
-176
437
$288K ﹤0.01%
6,748
+207
438
$288K ﹤0.01%
+1,762
439
$282K ﹤0.01%
2,478
+588
440
$281K ﹤0.01%
3,116
+29
441
$278K ﹤0.01%
3,005
-77
442
$278K ﹤0.01%
+4,694
443
$275K ﹤0.01%
+3,124
444
$274K ﹤0.01%
2,276
-903
445
$272K ﹤0.01%
4,988
+68
446
$272K ﹤0.01%
9,495
+248
447
$272K ﹤0.01%
+3,900
448
$266K ﹤0.01%
+2,907
449
$264K ﹤0.01%
24,710
-735
450
$262K ﹤0.01%
7,154
+1,202
16 17
18
19 20