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
101
$2.77M 0.03%
40,307
+7,747
102
$2.73M 0.03%
30,723
+21,304
103
$2.73M 0.03%
38,043
+3,844
104
$2.7M 0.03%
53,517
+10,682
105
$2.64M 0.03%
142,154
+2,122
106
$2.53M 0.03%
45,720
+8,941
107
$2.49M 0.03%
89,450
+13,927
108
$2.49M 0.03%
10,367
+1,200
109
$2.48M 0.03%
172,196
+60,664
110
$2.46M 0.03%
16,299
+1,537
111
$2.46M 0.03%
7,054
+162
112
$2.44M 0.02%
30,758
+2,645
113
$2.4M 0.02%
46,518
-1,244
114
$2.39M 0.02%
65,770
-4,942
115
$2.37M 0.02%
21,644
+8,141
116
$2.31M 0.02%
24,150
+2,752
117
$2.29M 0.02%
43,939
+1,514
118
$2.26M 0.02%
13,982
+721
119
$2.24M 0.02%
33,231
+6,289
120
$2.23M 0.02%
96,074
+48,037
121
$2.23M 0.02%
25,704
+4,287
122
$2.23M 0.02%
48,586
-5,007
123
$2.22M 0.02%
39,964
-138
124
$2.22M 0.02%
42,460
+1,138
125
$2.21M 0.02%
18,922
+4,922
3 4
5
6 7