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
151
$1.58M 0.02%
15,496
+3,260
152
$1.58M 0.02%
7,026
+639
153
$1.57M 0.02%
32,709
+16,048
154
$1.54M 0.02%
21,479
-1,786
155
$1.53M 0.02%
9,199
+786
156
$1.51M 0.02%
10,107
+1,584
157
$1.51M 0.02%
82,173
+4,962
158
$1.5M 0.02%
9,722
+205
159
$1.5M 0.02%
8,705
+1,301
160
$1.5M 0.02%
12,837
+954
161
$1.5M 0.02%
13,503
+4,109
162
$1.5M 0.02%
9,596
-4,606
163
$1.48M 0.02%
22,939
+3,484
164
$1.48M 0.02%
29,777
+2,137
165
$1.44M 0.02%
20,611
+272
166
$1.43M 0.02%
16,876
+6,128
167
$1.42M 0.02%
13,370
-3,453
168
$1.4M 0.02%
23,345
+9,644
169
$1.4M 0.02%
21,924
+7,919
170
$1.39M 0.02%
32,773
+4,288
171
$1.39M 0.02%
9,739
+1,507
172
$1.38M 0.02%
24,961
+13,316
173
$1.37M 0.02%
94,038
-54,770
174
$1.36M 0.02%
54,034
+22,572
175
$1.34M 0.01%
35,599
+18,914
5 6
7
8 9