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
451
$279K ﹤0.01%
430
+143
452
$278K ﹤0.01%
+3,090
453
$272K ﹤0.01%
+4,925
454
$269K ﹤0.01%
+926
455
$267K ﹤0.01%
2,279
+57
456
$267K ﹤0.01%
4,676
+750
457
$267K ﹤0.01%
6,068
-2,145
458
$267K ﹤0.01%
2,367
+91
459
$263K ﹤0.01%
7,330
+117
460
$261K ﹤0.01%
1,376
-123
461
$261K ﹤0.01%
2,655
+261
462
$255K ﹤0.01%
5,066
-84
463
$254K ﹤0.01%
+5,297
464
$252K ﹤0.01%
4,331
+101
465
$251K ﹤0.01%
3,011
-3,221
466
$249K ﹤0.01%
7,988
-201
467
$248K ﹤0.01%
1,035
+84
468
$246K ﹤0.01%
4,166
+47
469
$240K ﹤0.01%
2,265
+45
470
$239K ﹤0.01%
5,806
+1,074
471
$237K ﹤0.01%
+2,745
472
$235K ﹤0.01%
3,340
+74
473
$235K ﹤0.01%
5,429
-2,043
474
$234K ﹤0.01%
2,778
-419
475
$230K ﹤0.01%
5,024
+234
17 18
19
20 21