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
201
$1.16M 0.01%
26,410
+3,604
202
$1.16M 0.01%
8,515
+2,337
203
$1.15M 0.01%
17,544
+1,336
204
$1.14M 0.01%
6,020
+146
205
$1.14M 0.01%
39,203
-3,854
206
$1.14M 0.01%
8,517
+325
207
$1.14M 0.01%
5,595
+722
208
$1.13M 0.01%
15,664
+640
209
$1.13M 0.01%
15,969
-1,528
210
$1.12M 0.01%
60,950
+5,080
211
$1.12M 0.01%
7,087
+306
212
$1.11M 0.01%
10,096
+3,229
213
$1.1M 0.01%
35,024
-2,905
214
$1.09M 0.01%
46,692
+26,399
215
$1.09M 0.01%
30,216
+4,924
216
$1.07M 0.01%
8,769
+1,839
217
$1.06M 0.01%
16,795
+8,023
218
$1.06M 0.01%
6,832
+699
219
$1.05M 0.01%
10,009
+2,278
220
$1.05M 0.01%
7,692
+1,068
221
$1.05M 0.01%
44,314
-6,768
222
$1.03M 0.01%
51,002
-22,678
223
$1.02M 0.01%
21,555
+342
224
$1.02M 0.01%
76,675
-5,231
225
$1.01M 0.01%
15,376
-3,659
7 8
9
10 11