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
51
$6.05M 0.07%
50,472
+8,361
52
$6.02M 0.07%
30,583
+2,123
53
$5.94M 0.07%
180,408
+29,316
54
$5.75M 0.06%
37,996
+2,642
55
$5.72M 0.06%
165,092
-48,910
56
$5.52M 0.06%
104,305
-7,781
57
$5.26M 0.06%
49,767
-132
58
$5.25M 0.06%
50,266
+4,608
59
$5.18M 0.06%
35,245
+2,116
60
$5M 0.06%
95,391
+8,165
61
$4.95M 0.06%
34,463
+596
62
$4.7M 0.05%
29,804
+2,371
63
$4.67M 0.05%
101,783
+546
64
$4.65M 0.05%
26,749
+995
65
$4.59M 0.05%
94,107
-123,279
66
$4.59M 0.05%
14,285
+647
67
$4.58M 0.05%
96,883
-4,743
68
$4.5M 0.05%
931,360
+52,880
69
$4.17M 0.05%
22,394
+2,846
70
$3.96M 0.04%
53,821
+4,741
71
$3.68M 0.04%
14,428
+2,232
72
$3.56M 0.04%
23,247
+2,043
73
$3.53M 0.04%
61,915
+6,477
74
$3.52M 0.04%
90,072
+18,208
75
$3.47M 0.04%
63,156
+9,744
1 2
3
4 5