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
76
$4.09M 0.04%
13,866
+1,412
77
$4.08M 0.04%
119,549
-55,523
78
$4.03M 0.04%
7,434
+1,163
79
$3.93M 0.04%
25,597
+2,350
80
$3.71M 0.04%
27,592
+3,835
81
$3.65M 0.04%
24,904
+6,551
82
$3.62M 0.04%
13,758
+1,264
83
$3.54M 0.04%
37,391
+12,097
84
$3.23M 0.03%
48,582
+12,141
85
$3.16M 0.03%
112,186
+19,910
86
$3.16M 0.03%
70,800
+12,192
87
$3.08M 0.03%
14,241
+980
88
$3.06M 0.03%
49,154
-39,566
89
$3.05M 0.03%
102,628
+48,594
90
$3.04M 0.03%
58,512
-5,656
91
$2.99M 0.03%
+43,052
92
$2.98M 0.03%
19,289
-192
93
$2.97M 0.03%
46,989
+7,291
94
$2.93M 0.03%
31,387
+1,409
95
$2.9M 0.03%
50,179
+16,389
96
$2.9M 0.03%
44,228
+1,584
97
$2.86M 0.03%
36,718
+19,842
98
$2.83M 0.03%
62,294
+29,585
99
$2.81M 0.03%
12,735
+2,290
100
$2.77M 0.03%
41,579
-1,317
2 3
4
5 6