W
Wealthfront Portfolio holdings
AUM
$10.4B
1-Year Return
6.15%
This Quarter Return
+4.53%
1 Year Return
+6.15%
3 Year Return
+33.64%
5 Year Return
–
10 Year Return
–
AUM
$9B
AUM Growth
+$1.25B
(+16%)
Cap. Flow
+$910M
Cap. Flow
% of AUM
10.11%
Top 10 Holdings %
Top 10 Hldgs %
72.56%
Holding
529
New
33
Increased
348
Reduced
118
Closed
27
Top Buys
Top Sells
| 1 |
iShares National Muni Bond ETF
MUB
|
$119M |
| 2 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
$6.02M |
| 3 |
TWTR
Twitter, Inc.
TWTR
|
$5.04M |
| 4 |
Meta Platforms (Facebook)
META
|
$3.65M |
| 5 |
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% |
