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
76
$3.44M 0.04%
64,168
-8,090
77
$3.35M 0.04%
17,821
+970
78
$3.35M 0.04%
19,481
+12,193
79
$3.33M 0.04%
12,494
-4,369
80
$3.22M 0.04%
6,271
+313
81
$3.19M 0.04%
23,757
+1,613
82
$2.98M 0.03%
29,978
+3,165
83
$2.93M 0.03%
34,838
+11,127
84
$2.9M 0.03%
70,712
+4,436
85
$2.82M 0.03%
58,608
+19,656
86
$2.77M 0.03%
42,896
+80
87
$2.73M 0.03%
106,300
+5,610
88
$2.73M 0.03%
92,276
+9,326
89
$2.71M 0.03%
53,593
-3,250
90
$2.69M 0.03%
18,353
+371
91
$2.66M 0.03%
25,372
+1,049
92
$2.65M 0.03%
181,262
+66,308
93
$2.58M 0.03%
34,199
+4,743
94
$2.57M 0.03%
47,762
+2,974
95
$2.52M 0.03%
7,894
+2,011
96
$2.47M 0.03%
29,246
+5,370
97
$2.43M 0.03%
39,698
+1,814
98
$2.42M 0.03%
140,032
-23,087
99
$2.4M 0.03%
32,560
+20,274
100
$2.39M 0.03%
12,454
+586
2 3
4
5 6