W
Wealthfront Portfolio holdings
AUM
$10.4B
1-Year Return
6.15%
This Quarter Return
+4.36%
1 Year Return
+6.15%
3 Year Return
+33.64%
5 Year Return
–
10 Year Return
–
AUM
$7.75B
AUM Growth
+$1.08B
(+16%)
Cap. Flow
+$792M
Cap. Flow
% of AUM
10.23%
Top 10 Holdings %
Top 10 Hldgs %
73.58%
Holding
527
New
68
Increased
303
Reduced
124
Closed
31
Top Buys
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$83M |
| 2 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
$71.8M |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$64.4M |
| 4 |
Schwab International Equity ETF
SCHF
|
$60.7M |
| 5 |
Schwab US Broad Market ETF
SCHB
|
$60.7M |
Top Sells
| 1 |
SPDR Nuveen ICE Municipal Bond ETF
TFI
|
$9.24M |
| 2 |
XYZ
Block, Inc.
XYZ
|
$3.37M |
| 3 |
Meta Platforms (Facebook)
META
|
$3.35M |
| 4 |
Exxon Mobil
XOM
|
$2.95M |
| 5 |
DD
Du Pont De Nemours E I
DD
|
$2.29M |
Sector Composition
| 1 | Financials | 1.77% |
| 2 | Technology | 1.66% |
| 3 | Communication Services | 1.45% |
| 4 | Healthcare | 1.08% |
| 5 | Industrials | 0.85% |
