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
126
$1.97M 0.02%
158,057
+53,329
127
$1.94M 0.02%
33,790
+1,469
128
$1.94M 0.02%
13,261
+975
129
$1.94M 0.02%
62,535
+45,521
130
$1.91M 0.02%
11,176
-3,223
131
$1.9M 0.02%
11,066
+1,184
132
$1.86M 0.02%
16,206
+686
133
$1.86M 0.02%
38,076
+1,300
134
$1.84M 0.02%
35,714
+16,293
135
$1.83M 0.02%
44,212
+1,526
136
$1.82M 0.02%
6,785
+2,419
137
$1.8M 0.02%
20,609
+7,253
138
$1.8M 0.02%
24,815
-96
139
$1.76M 0.02%
21,417
+2,947
140
$1.75M 0.02%
42,425
+4,211
141
$1.73M 0.02%
30,772
+1,624
142
$1.69M 0.02%
20,709
+525
143
$1.68M 0.02%
18,055
+1,763
144
$1.65M 0.02%
9,164
+1,591
145
$1.64M 0.02%
30,641
+1,935
146
$1.64M 0.02%
14,000
-3,463
147
$1.62M 0.02%
15,001
+1,514
148
$1.61M 0.02%
925
-142
149
$1.59M 0.02%
93,926
+18,722
150
$1.59M 0.02%
39,020
+25,474
4 5
6
7 8