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
451
$259K ﹤0.01%
7,213
+849
452
$259K ﹤0.01%
+3,797
453
$258K ﹤0.01%
5,150
+195
454
$255K ﹤0.01%
2,222
+59
455
$252K ﹤0.01%
2,100
-237
456
$252K ﹤0.01%
+3,824
457
$249K ﹤0.01%
11,802
-4,455
458
$246K ﹤0.01%
2,157
+51
459
$243K ﹤0.01%
8,189
+468
460
$243K ﹤0.01%
2,840
-468
461
$242K ﹤0.01%
+2,053
462
$240K ﹤0.01%
+3,926
463
$239K ﹤0.01%
3,912
+84
464
$239K ﹤0.01%
+4,230
465
$238K ﹤0.01%
+3,207
466
$235K ﹤0.01%
2,236
-426
467
$234K ﹤0.01%
+1,155
468
$234K ﹤0.01%
1,666
-17
469
$233K ﹤0.01%
676
-22
470
$233K ﹤0.01%
3,188
+24
471
$233K ﹤0.01%
4,119
+376
472
$230K ﹤0.01%
+1,761
473
$230K ﹤0.01%
1,967
-99
474
$229K ﹤0.01%
2,220
475
$227K ﹤0.01%
4,790
+82
17 18
19
20 21