Wealthfront Advisers

Wealthfront Advisers Portfolio holdings

AUM $38.8B
1-Year Est. Return 14.38%
This Quarter Est. Return
1 Year Est. Return
+14.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$38.8B
AUM Growth
+$1.58B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
987
New
Increased
Reduced
Closed

Top Buys

1
+$372M
2
+$304M
3
+$165M
4
PWZ icon
Invesco California AMT-Free Municipal Bond ETF
PWZ
+$117M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$109M

Top Sells

1
+$229M
2
+$218M
3
+$138M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$98.2M
5
FLRN icon
SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$71.7M

Sector Composition

1 Technology 5.82%
2 Financials 2.61%
3 Communication Services 1.87%
4 Consumer Discretionary 1.84%
5 Healthcare 1.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CI icon
226
Cigna
CI
$79.9B
$9.68M 0.02%
29,267
+6,434
CHD icon
227
Church & Dwight Co
CHD
$21.6B
$9.64M 0.02%
100,285
+9,714
ITW icon
228
Illinois Tool Works
ITW
$72.7B
$9.6M 0.02%
38,829
+1,859
BKNG icon
229
Booking.com
BKNG
$164B
$9.47M 0.02%
1,636
+245
WELL icon
230
Welltower
WELL
$117B
$9.42M 0.02%
61,290
+5,590
PH icon
231
Parker-Hannifin
PH
$92.8B
$9.38M 0.02%
13,433
+1,097
TLT icon
232
iShares 20+ Year Treasury Bond ETF
TLT
$49.1B
$9.35M 0.02%
105,965
+13,794
GWW icon
233
W.W. Grainger
GWW
$45.7B
$9.29M 0.02%
8,932
+191
CAH icon
234
Cardinal Health
CAH
$37.2B
$9.28M 0.02%
55,245
+1,226
COR icon
235
Cencora
COR
$63B
$9.24M 0.02%
30,826
+1,456
ETHE
236
Grayscale Ethereum Trust ETF
ETHE
$4.31B
$9.19M 0.02%
440,364
-125,583
K icon
237
Kellanova
K
$28.9B
$9.12M 0.02%
114,710
-20,729
CHTR icon
238
Charter Communications
CHTR
$34.6B
$9.06M 0.02%
22,156
-1,152
MTB icon
239
M&T Bank
MTB
$28.2B
$8.98M 0.02%
46,278
+7,345
CFG icon
240
Citizens Financial Group
CFG
$21.3B
$8.93M 0.02%
199,479
+11,868
DVN icon
241
Devon Energy
DVN
$20.1B
$8.88M 0.02%
279,272
-19,020
PCAR icon
242
PACCAR
PCAR
$49.7B
$8.88M 0.02%
93,430
+21,046
CMCSA icon
243
Comcast
CMCSA
$109B
$8.85M 0.02%
248,080
-57,531
PWR icon
244
Quanta Services
PWR
$64.6B
$8.82M 0.02%
23,332
+1,133
NKE icon
245
Nike
NKE
$99.6B
$8.76M 0.02%
123,321
+5,921
PSX icon
246
Phillips 66
PSX
$52.2B
$8.74M 0.02%
73,273
+23,781
SBUX icon
247
Starbucks
SBUX
$97B
$8.66M 0.02%
94,471
-21,599
BX icon
248
Blackstone
BX
$122B
$8.6M 0.02%
57,489
-15,813
APP icon
249
Applovin
APP
$203B
$8.59M 0.02%
24,530
+2,400
MDLZ icon
250
Mondelez International
MDLZ
$80.8B
$8.53M 0.02%
126,504
+49,384
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