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
476
$228K ﹤0.01%
12,870
-2,100
477
$226K ﹤0.01%
3,891
-1,634
478
$224K ﹤0.01%
+870
479
$223K ﹤0.01%
6,101
-1,053
480
$221K ﹤0.01%
2,003
-97
481
$219K ﹤0.01%
1,330
-3,368
482
$219K ﹤0.01%
2,841
-944
483
$217K ﹤0.01%
2,760
-1,037
484
$216K ﹤0.01%
+1,790
485
$214K ﹤0.01%
6,690
-1,523
486
$214K ﹤0.01%
1,250
+13
487
$214K ﹤0.01%
2,912
-295
488
$213K ﹤0.01%
1,500
-166
489
$211K ﹤0.01%
1,926
-231
490
$211K ﹤0.01%
+6,223
491
$210K ﹤0.01%
21,205
-3,505
492
$209K ﹤0.01%
819
-46
493
$208K ﹤0.01%
2,238
-2,281
494
$208K ﹤0.01%
+1,897
495
$207K ﹤0.01%
+2,431
496
$207K ﹤0.01%
6,034
+335
497
$207K ﹤0.01%
+2,116
498
$205K ﹤0.01%
2,069
-3,578
499
$202K ﹤0.01%
4,145
+56
500
$201K ﹤0.01%
1,039
-2
18 19
20
21 22