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
201
$1.3M 0.01%
7,624
+5,862
202
$1.3M 0.01%
70,071
-12,102
203
$1.3M 0.01%
12,593
-777
204
$1.3M 0.01%
22,893
+12,648
205
$1.3M 0.01%
15,406
+302
206
$1.29M 0.01%
7,455
+368
207
$1.29M 0.01%
9,497
+982
208
$1.28M 0.01%
6,073
+308
209
$1.26M 0.01%
71,748
+4,889
210
$1.26M 0.01%
7,481
+4,575
211
$1.24M 0.01%
15,043
-1,306
212
$1.24M 0.01%
39,786
+1,582
213
$1.23M 0.01%
21,055
+1,976
214
$1.23M 0.01%
16,937
+968
215
$1.22M 0.01%
8,992
+93
216
$1.22M 0.01%
26,670
+8,568
217
$1.21M 0.01%
4,511
+663
218
$1.21M 0.01%
30,835
-4,764
219
$1.2M 0.01%
27,448
+1,038
220
$1.2M 0.01%
9,871
-138
221
$1.19M 0.01%
13,383
-7,582
222
$1.18M 0.01%
13,523
+1,958
223
$1.18M 0.01%
7,339
-2,257
224
$1.17M 0.01%
80,460
+46,410
225
$1.17M 0.01%
40,784
+20,520
7 8
9
10 11