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
501
$200K ﹤0.01%
1,621
-3,337
502
$187K ﹤0.01%
18,568
-18,327
503
$62K ﹤0.01%
11,022
-36
504
– –
-6,672
505
– –
-1,155
506
– –
-11,802
507
– –
-3,912
508
– –
-9,495
509
– –
-9,084
510
– –
-7,359
511
– –
-4,694
512
– –
-5,965
513
– –
-3,377
514
– –
-1,743
515
– –
-5,901
516
– –
-676
517
– –
-12,578
518
– –
-1,162
519
– –
-5,029
520
– –
-10,586
521
– –
-1,802
522
– –
-2,759
523
– –
-3,676
524
– –
-2,840
525
– –
-3,545
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