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
101
$2.35M 0.03%
36,779
+14,027
102
$2.32M 0.03%
13,261
+1,965
103
$2.31M 0.03%
25,294
-4,407
104
$2.31M 0.03%
42,644
-13,941
105
$2.31M 0.03%
28,619
+8,783
106
$2.29M 0.03%
42,835
+2,505
107
$2.29M 0.03%
155,648
-87,040
108
$2.29M 0.03%
9,167
+599
109
$2.28M 0.03%
74,504
+61,781
110
$2.28M 0.03%
36,441
+8,757
111
$2.26M 0.03%
28,113
+1,783
112
$2.25M 0.03%
18,914
-1,620
113
$2.19M 0.02%
20,965
-16,141
114
$2.18M 0.02%
26,942
+17,066
115
$2.16M 0.02%
14,773
+654
116
$2.13M 0.02%
21,398
+2,654
117
$2.13M 0.02%
28,921
+12,062
118
$2.13M 0.02%
14,762
+964
119
$2.13M 0.02%
10,445
+80
120
$2.12M 0.02%
75,523
+10,407
121
$2.12M 0.02%
41,322
+453
122
$2.12M 0.02%
6,892
+131
123
$2.08M 0.02%
86,658
-209,952
124
$2.05M 0.02%
40,102
+2,062
125
$2.02M 0.02%
111,532
+10,494
3 4
5
6 7