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
$3.63B
AUM Growth
+$465M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
373
New
Increased
Reduced
Closed

Top Buys

1
+$150M
2
+$43M
3
+$37.8M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$36.2M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$31.5M

Top Sells

1
+$57.2M
2
+$2.4M
3
+$2.25M
4
META icon
Meta Platforms (Facebook)
META
+$1.99M
5
TWC
TIME WARNER CABLE INC NEW COM STK
TWC
+$910K

Sector Composition

1 Communication Services 1.89%
2 Healthcare 1.31%
3 Technology 1.17%
4 Consumer Staples 1.09%
5 Financials 1.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$567K 0.02%
11,070
+1,590
152
$559K 0.02%
8,431
+405
153
$558K 0.02%
7,815
+1,276
154
$558K 0.02%
5,700
+153
155
$558K 0.02%
15,239
+1,191
156
$557K 0.02%
9,341
+2,086
157
$552K 0.02%
+7,286
158
$547K 0.02%
16,446
+597
159
$545K 0.02%
14,817
-1,255
160
$539K 0.01%
7,327
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161
$532K 0.01%
4,682
+1,360
162
$532K 0.01%
6,252
+485
163
$526K 0.01%
3,178
+369
164
$525K 0.01%
7,489
+546
165
$522K 0.01%
20,631
+2,690
166
$520K 0.01%
19,240
+2,766
167
$516K 0.01%
14,495
+7,154
168
$503K 0.01%
2,401
+402
169
$500K 0.01%
5,998
+515
170
$499K 0.01%
628
+24
171
$498K 0.01%
4,559
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172
$497K 0.01%
10,481
+1,862
173
$487K 0.01%
6,274
+342
174
$486K 0.01%
4,796
+874
175
$485K 0.01%
10,729
+688
5 6
7
8 9