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
51
$5.57M 0.06%
116,391
+12,086
52
$5.53M 0.06%
55,032
-3,529
53
$5.49M 0.06%
52,839
+2,573
54
$5.37M 0.05%
29,233
-1,350
55
$5.35M 0.05%
923,720
-7,640
56
$5.31M 0.05%
179,175
-1,233
57
$5.3M 0.05%
122,113
+20,330
58
$5.26M 0.05%
100,293
-11,504
59
$5.2M 0.05%
96,323
+932
60
$5.06M 0.05%
65,304
+30,466
61
$5.03M 0.05%
62,920
+42,211
62
$4.92M 0.05%
14,551
+266
63
$4.82M 0.05%
34,821
-424
64
$4.81M 0.05%
117,844
+27,772
65
$4.64M 0.05%
24,649
+2,255
66
$4.6M 0.05%
31,188
+1,384
67
$4.56M 0.05%
26,733
-16
68
$4.45M 0.05%
74,253
+12,338
69
$4.38M 0.04%
57,714
+3,893
70
$4.36M 0.04%
95,307
-1,576
71
$4.31M 0.04%
19,978
+2,157
72
$4.21M 0.04%
32,774
-1,689
73
$4.19M 0.04%
70,725
+7,569
74
$4.18M 0.04%
42,047
-7,720
75
$4.13M 0.04%
16,394
+1,966
1 2
3
4 5