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
426
$333K ﹤0.01%
1,741
+438
427
$331K ﹤0.01%
5,314
-9,947
428
$330K ﹤0.01%
17,706
+108
429
$325K ﹤0.01%
4,383
-279
430
$325K ﹤0.01%
2,512
-791
431
$324K ﹤0.01%
8,645
-1,500
432
$323K ﹤0.01%
3,312
-255
433
$322K ﹤0.01%
6,360
-917
434
$316K ﹤0.01%
3,404
+280
435
$314K ﹤0.01%
7,242
+2,077
436
$308K ﹤0.01%
4,977
-2,077
437
$306K ﹤0.01%
1,474
-6
438
$300K ﹤0.01%
2,629
-271
439
$299K ﹤0.01%
+1,060
440
$297K ﹤0.01%
7,344
+239
441
$288K ﹤0.01%
7,842
-2,522
442
$286K ﹤0.01%
2,878
-1,757
443
$285K ﹤0.01%
829
-213
444
$284K ﹤0.01%
2,410
+357
445
$283K ﹤0.01%
2,580
+344
446
$283K ﹤0.01%
6,402
-2,509
447
$283K ﹤0.01%
2,068
-246
448
$283K ﹤0.01%
2,076
-1,192
449
$281K ﹤0.01%
4,916
-72
450
$280K ﹤0.01%
16,188
-820
16 17
18
19 20