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
126
$2.21M 0.02%
77,942
+15,407
127
$2.18M 0.02%
92,360
-13,940
128
$2.16M 0.02%
63,593
-10,911
129
$2.1M 0.02%
22,188
-3,184
130
$2.07M 0.02%
11,244
+68
131
$2.07M 0.02%
27,453
+5,974
132
$2.06M 0.02%
130,061
-51,201
133
$2.04M 0.02%
14,029
+4,290
134
$2.03M 0.02%
976
+51
135
$2.01M 0.02%
33,051
+2,279
136
$2.01M 0.02%
125,904
-29,744
137
$1.99M 0.02%
+14,340
138
$1.99M 0.02%
19,215
+3,009
139
$1.96M 0.02%
22,402
+1,793
140
$1.93M 0.02%
41,059
+2,983
141
$1.92M 0.02%
30,605
+16,297
142
$1.88M 0.02%
16,142
+646
143
$1.88M 0.02%
27,579
+4,640
144
$1.85M 0.02%
30,580
-61
145
$1.85M 0.02%
50,308
+15,088
146
$1.84M 0.02%
11,273
+1,166
147
$1.83M 0.02%
10,599
-467
148
$1.82M 0.02%
20,755
+2,700
149
$1.79M 0.02%
34,455
+4,678
150
$1.79M 0.02%
36,071
+12,726
4 5
6
7 8