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
176
$1.49M 0.02%
13,143
+306
177
$1.49M 0.02%
7,219
+1,199
178
$1.48M 0.02%
15,989
+2,894
179
$1.48M 0.02%
27,250
+5,326
180
$1.48M 0.02%
10,758
+1,989
181
$1.48M 0.02%
14,126
-4,788
182
$1.47M 0.01%
13,998
-1,003
183
$1.44M 0.01%
109,759
+33,084
184
$1.44M 0.01%
8,368
-337
185
$1.42M 0.01%
21,914
+8,175
186
$1.41M 0.01%
93,494
-544
187
$1.37M 0.01%
+11,540
188
$1.37M 0.01%
16,352
+688
189
$1.36M 0.01%
32,630
+2,455
190
$1.35M 0.01%
9,910
-4,863
191
$1.35M 0.01%
66,235
+19,543
192
$1.34M 0.01%
4,905
-2,989
193
$1.34M 0.01%
24,229
+11,197
194
$1.33M 0.01%
19,777
+3,923
195
$1.33M 0.01%
13,889
-39
196
$1.33M 0.01%
31,587
+545
197
$1.32M 0.01%
18,532
+988
198
$1.32M 0.01%
32,424
+21,882
199
$1.31M 0.01%
7,759
-1,405
200
$1.3M 0.01%
64,150
+3,200
6 7
8
9 10