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
176
$1.33M 0.01%
16,349
+1,237
177
$1.32M 0.01%
17,235
+1,011
178
$1.32M 0.01%
8,410
-241
179
$1.31M 0.01%
43,351
+2,347
180
$1.3M 0.01%
31,042
+290
181
$1.3M 0.01%
15,104
+1,099
182
$1.3M 0.01%
38,204
+5,503
183
$1.3M 0.01%
26,639
-20,659
184
$1.29M 0.01%
30,175
+10,980
185
$1.29M 0.01%
8,899
-17
186
$1.27M 0.01%
68,136
+9,407
187
$1.27M 0.01%
66,859
+5,553
188
$1.26M 0.01%
7,436
+307
189
$1.26M 0.01%
84,165
+7,705
190
$1.25M 0.01%
48,037
+28,241
191
$1.25M 0.01%
14,894
-22,467
192
$1.24M 0.01%
5,424
+484
193
$1.24M 0.01%
17,063
+5,436
194
$1.22M 0.01%
35,220
+14,262
195
$1.21M 0.01%
13,928
+1,377
196
$1.2M 0.01%
5,765
+1,177
197
$1.2M 0.01%
17,402
+5,628
198
$1.2M 0.01%
13,095
+2,073
199
$1.19M 0.01%
5,697
+2,154
200
$1.19M 0.01%
15,261
+3,827
6 7
8
9 10