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
151
$1.78M 0.02%
22,239
-6,380
152
$1.74M 0.02%
38,395
+23,139
153
$1.73M 0.02%
26,579
-2,342
154
$1.72M 0.02%
59,297
-27,361
155
$1.71M 0.02%
22,071
-7,175
156
$1.7M 0.02%
24,949
+4,338
157
$1.68M 0.02%
7,637
+611
158
$1.64M 0.02%
10,159
+437
159
$1.63M 0.02%
20,473
+14,727
160
$1.63M 0.02%
8,528
+1,092
161
$1.61M 0.02%
145,333
-12,724
162
$1.61M 0.02%
27,275
+10,480
163
$1.61M 0.02%
32,064
+7,103
164
$1.6M 0.02%
40,758
+1,738
165
$1.59M 0.02%
5,980
-805
166
$1.59M 0.02%
6,964
+1,540
167
$1.58M 0.02%
49,890
+6,539
168
$1.55M 0.02%
96,089
+2,163
169
$1.55M 0.02%
10,332
+4,181
170
$1.54M 0.02%
82,404
+14,268
171
$1.53M 0.02%
9,827
+1,417
172
$1.52M 0.02%
9,714
+515
173
$1.52M 0.02%
30,202
-5,512
174
$1.51M 0.02%
39,268
+29,791
175
$1.5M 0.02%
7,465
+1,768
5 6
7
8 9