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
1
$1.23B 13.63%
27,342,481
+3,861,061
2
$1.13B 12.54%
24,584,838
+1,385,751
3
$1.11B 12.35%
8,096,892
+915,384
4
$572M 6.36%
33,582,050
+1,445,964
5
$561M 6.23%
5,498,261
+702,342
6
$500M 5.56%
8,795,247
+1,824,021
7
$467M 5.19%
43,466,154
+1,377,534
8
$365M 4.06%
7,459,564
+2,281,999
9
$350M 3.89%
3,161,490
-1,071,498
10
$246M 2.73%
2,960,697
+303,708
11
$234M 2.6%
2,090,338
+368,051
12
$233M 2.59%
13,675,590
+138,594
13
$210M 2.33%
4,058,405
+2,667,614
14
$208M 2.31%
1,709,889
+164,691
15
$184M 2.04%
2,539,940
+320,634
16
$178M 1.97%
1,794,403
+143,443
17
$127M 1.41%
1,089,947
+111,994
18
$87.1M 0.97%
589,141
+1,826
19
$49.5M 0.55%
201,611
+9,889
20
$43.2M 0.48%
245,046
-20,683
21
$38.7M 0.43%
1,397,198
+371,634
22
$38.3M 0.43%
905,992
+25,576
23
$32.7M 0.36%
266,423
-4,329
24
$30.8M 0.34%
360,059
+18,261
25
$21.9M 0.24%
373,920
+42,340
1
2 3 4 5