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
$3.63B
AUM Growth
+$465M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
373
New
Increased
Reduced
Closed

Top Buys

1
+$150M
2
+$43M
3
+$37.8M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$36.2M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$31.5M

Top Sells

1
+$57.2M
2
+$2.4M
3
+$2.25M
4
META icon
Meta Platforms (Facebook)
META
+$1.99M
5
TWC
TIME WARNER CABLE INC NEW COM STK
TWC
+$910K

Sector Composition

1 Communication Services 1.89%
2 Healthcare 1.31%
3 Technology 1.17%
4 Consumer Staples 1.09%
5 Financials 1.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.02M 0.22%
66,076
+7,635
27
$7.95M 0.22%
52,667
+1,189
28
$7.03M 0.19%
196,380
+41,760
29
$6.19M 0.17%
259,120
-94,348
30
$5.67M 0.16%
101,633
+624
31
$5.31M 0.15%
62,734
-2,207
32
$5.06M 0.14%
102,269
+30,793
33
$4.43M 0.12%
64,265
+5,024
34
$4.35M 0.12%
41,506
+5,501
35
$4.33M 0.12%
29,900
+1,733
36
$4.13M 0.11%
29,237
+4,219
37
$4.09M 0.11%
40,237
+2,620
38
$4M 0.11%
115,660
-6,280
39
$3.99M 0.11%
122,516
+16,378
40
$3.99M 0.11%
87,922
-1,503
41
$3.84M 0.11%
109,180
-18,880
42
$3.7M 0.1%
59,478
+15,563
43
$3.65M 0.1%
34,475
+1,016
44
$3.25M 0.09%
27,034
-706
45
$3.11M 0.09%
24,382
+164
46
$3.06M 0.08%
41,560
+11,160
47
$3.03M 0.08%
73,999
+4,244
48
$2.95M 0.08%
39,720
+7,142
49
$2.72M 0.08%
81,458
+46,416
50
$2.67M 0.07%
24,032
+1,999
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