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
1
$1.21B 12.23%
25,681,201
+1,096,363
2
$1.15B 11.69%
26,061,343
-1,281,138
3
$1.13B 11.43%
8,307,667
+210,775
4
$865M 8.77%
51,313,130
+17,731,080
5
$588M 5.96%
55,337,652
+11,871,498
6
$585M 5.93%
5,785,800
+287,539
7
$581M 5.89%
9,956,822
+1,161,575
8
$436M 4.42%
8,570,455
+4,512,050
9
$367M 3.72%
7,638,253
+178,689
10
$277M 2.81%
2,481,287
+390,949
11
$273M 2.77%
16,720,809
+3,045,219
12
$266M 2.69%
3,519,943
+559,246
13
$232M 2.36%
1,980,020
+270,131
14
$229M 2.32%
2,105,110
-1,056,380
15
$214M 2.17%
3,168,724
+628,784
16
$144M 1.46%
1,561,251
-233,152
17
$142M 1.44%
1,256,650
+166,703
18
$97.4M 0.99%
662,925
+73,784
19
$57.5M 0.58%
237,322
+35,711
20
$39M 0.4%
322,133
+55,710
21
$37.2M 0.38%
886,696
-19,296
22
$34.4M 0.35%
376,603
+16,544
23
$31.5M 0.32%
197,291
-47,755
24
$29.9M 0.3%
412,780
+38,860
25
$22.7M 0.23%
827,682
-569,516
1
2 3 4 5