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
$3.63B
AUM Growth
+$465M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
373
New
Increased
Reduced
Closed

Top Buys

1
+$150M
2
+$43M
3
+$37.8M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$36.2M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$31.5M

Top Sells

1
+$57.2M
2
+$2.4M
3
+$2.25M
4
META icon
Meta Platforms (Facebook)
META
+$1.99M
5
TWC
TIME WARNER CABLE INC NEW COM STK
TWC
+$910K

Sector Composition

1 Communication Services 1.89%
2 Healthcare 1.31%
3 Technology 1.17%
4 Consumer Staples 1.09%
5 Financials 1.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$498M 13.75%
14,146,727
+1,027,610
2
$458M 12.62%
4,269,333
+265,129
3
$384M 10.59%
10,861,159
-1,617,080
4
$330M 9.11%
2,900,719
+377,671
5
$317M 8.73%
23,361,246
+11,097,704
6
$201M 5.54%
2,414,349
+188,157
7
$176M 4.86%
21,036,948
+4,512,966
8
$140M 3.87%
3,352,260
+752,506
9
$115M 3.17%
8,326,209
+1,480,992
10
$112M 3.08%
1,261,141
+170,464
11
$96.7M 2.67%
1,416,444
+120,772
12
$92.6M 2.55%
754,758
+123,078
13
$80.4M 2.22%
1,588,654
-47,475
14
$62.7M 1.73%
733,845
+108,860
15
$54.7M 1.51%
475,264
+73,820
16
$54.2M 1.49%
569,348
+20,809
17
$40.6M 1.12%
351,369
+63,269
18
$26.7M 0.74%
233,259
-17,410
19
$22.3M 0.61%
115,853
+11,041
20
$15.1M 0.42%
157,874
+15,655
21
$15M 0.41%
531,516
+96,204
22
$11.8M 0.32%
125,384
+6,119
23
$9.4M 0.26%
555,943
-10,799
24
$9.14M 0.25%
280,184
+12,480
25
$8.22M 0.23%
160,628
-2,260
1
2 3 4 5