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
26
$18.7M 0.19%
382,623
+288,516
27
$17.2M 0.17%
156,021
+16,807
28
$15.7M 0.16%
304,740
-5,680
29
$15.1M 0.15%
503,392
+25,141
30
$14.6M 0.15%
73,367
+5,852
31
$11.8M 0.12%
228,460
+1,340
32
$11M 0.11%
85,737
-15,825
33
$10.2M 0.1%
47,448
+2,371
34
$9.85M 0.1%
82,316
+3,859
35
$9.57M 0.1%
83,908
+1,286
36
$9.37M 0.1%
138,833
-12,509
37
$9.28M 0.09%
178,247
+39,426
38
$9.06M 0.09%
27,647
+2,058
39
$8.93M 0.09%
208,121
+48,016
40
$8.78M 0.09%
49,259
+732
41
$7.98M 0.08%
45,550
+7,554
42
$7.94M 0.08%
106,380
-476
43
$7.54M 0.08%
79,606
-551
44
$7.21M 0.07%
213,967
+25,864
45
$7.08M 0.07%
370,248
+69,800
46
$6.91M 0.07%
256,753
+24,550
47
$6.68M 0.07%
84,236
+1,004
48
$6.63M 0.07%
134,707
-30,385
49
$5.84M 0.06%
37,317
-1,195
50
$5.59M 0.06%
51,203
+731
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