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
26
$16.2M 0.18%
310,420
+440
27
$14.9M 0.17%
139,214
+17,288
28
$14.2M 0.16%
101,562
+8,678
29
$14.1M 0.16%
478,251
+57,630
30
$13.4M 0.15%
67,515
+4,878
31
$12M 0.13%
227,120
+17,020
32
$11.3M 0.13%
151,342
+12,068
33
$10.3M 0.12%
82,622
+15,660
34
$9.94M 0.11%
45,077
+2,746
35
$9.2M 0.1%
48,527
+5,020
36
$8.95M 0.1%
78,457
+6,333
37
$8.94M 0.1%
106,856
+23,541
38
$7.75M 0.09%
80,157
+10,215
39
$7.65M 0.09%
83,232
-8,074
40
$7.55M 0.08%
25,589
+3,200
41
$7.01M 0.08%
175,072
+20,896
42
$6.82M 0.08%
232,203
-42,260
43
$6.78M 0.08%
111,797
+15,205
44
$6.63M 0.07%
38,512
+2,682
45
$6.46M 0.07%
188,103
+22,247
46
$6.41M 0.07%
138,821
+28,436
47
$6.33M 0.07%
88,720
+15,607
48
$6.3M 0.07%
58,561
+13,112
49
$6.25M 0.07%
300,448
+33,186
50
$6.13M 0.07%
160,105
+25,934
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