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
476
$227K ﹤0.01%
+3,545
477
$225K ﹤0.01%
6,200
478
$223K ﹤0.01%
3,377
-301
479
$222K ﹤0.01%
+951
480
$221K ﹤0.01%
2,759
-478
481
$220K ﹤0.01%
+1,976
482
$219K ﹤0.01%
1,743
-7,352
483
$218K ﹤0.01%
3,266
-94
484
$215K ﹤0.01%
865
-5
485
$212K ﹤0.01%
+1,975
486
$209K ﹤0.01%
3,676
-493
487
$209K ﹤0.01%
+1,041
488
$207K ﹤0.01%
5,165
-4,318
489
$207K ﹤0.01%
+5,699
490
$206K ﹤0.01%
7,359
+800
491
$205K ﹤0.01%
4,089
-21
492
$204K ﹤0.01%
+287
493
$204K ﹤0.01%
1,303
-1,004
494
$204K ﹤0.01%
+5,029
495
$204K ﹤0.01%
+1,237
496
$203K ﹤0.01%
+2,394
497
$203K ﹤0.01%
+1,162
498
$201K ﹤0.01%
1,802
-198
499
$200K ﹤0.01%
+4,732
500
$199K ﹤0.01%
12,578
-23,037
18 19
20
21 22