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
$3.63B
AUM Growth
+$465M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
373
New
Increased
Reduced
Closed

Top Buys

1
+$150M
2
+$43M
3
+$37.8M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$36.2M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$31.5M

Top Sells

1
+$57.2M
2
+$2.4M
3
+$2.25M
4
META icon
Meta Platforms (Facebook)
META
+$1.99M
5
TWC
TIME WARNER CABLE INC NEW COM STK
TWC
+$910K

Sector Composition

1 Communication Services 1.89%
2 Healthcare 1.31%
3 Technology 1.17%
4 Consumer Staples 1.09%
5 Financials 1.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.62M 0.07%
33,097
+4,959
52
$2.62M 0.07%
79,763
+15,579
53
$2.5M 0.07%
16,457
+3,323
54
$2.48M 0.07%
16,968
+1,592
55
$2.45M 0.07%
39,630
+6,293
56
$2.45M 0.07%
44,515
+14,479
57
$2.41M 0.07%
110,904
+35,480
58
$2.3M 0.06%
26,466
+3,634
59
$2.28M 0.06%
36,410
+4,911
60
$2.2M 0.06%
76,836
+17,467
61
$2.18M 0.06%
8,800
+982
62
$2.18M 0.06%
25,808
-372
63
$2.12M 0.06%
39,586
+11,075
64
$2.06M 0.06%
84,627
-2,718
65
$2.01M 0.06%
151,441
-49,979
66
$1.98M 0.05%
20,282
-531
67
$1.88M 0.05%
25,672
+1,120
68
$1.83M 0.05%
43,077
-5,495
69
$1.67M 0.05%
12,256
+1,664
70
$1.62M 0.04%
14,319
+1,938
71
$1.61M 0.04%
18,313
+5,024
72
$1.6M 0.04%
28,085
+88
73
$1.57M 0.04%
14,575
+1,137
74
$1.55M 0.04%
9,892
-204
75
$1.55M 0.04%
16,221
-9,421
1 2
3
4 5