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
SHW icon
251
Sherwin-Williams
SHW
$82.5B
$8.42M 0.02%
24,519
-143
DLR icon
252
Digital Realty Trust
DLR
$58.9B
$8.41M 0.02%
48,256
+2,835
UPS icon
253
United Parcel Service
UPS
$73.2B
$8.4M 0.02%
83,202
+34,851
CTVA icon
254
Corteva
CTVA
$41.7B
$8.39M 0.02%
112,587
+23,480
WBA
255
DELISTED
Walgreens Boots Alliance
WBA
$8.3M 0.02%
723,391
-22,981
HSY icon
256
Hershey
HSY
$38.1B
$8.27M 0.02%
49,807
+21,678
HCA icon
257
HCA Healthcare
HCA
$99.7B
$8.22M 0.02%
21,444
+4,002
FITB icon
258
Fifth Third Bancorp
FITB
$26.8B
$8.21M 0.02%
199,705
-79,503
FDX icon
259
FedEx
FDX
$56.1B
$8.21M 0.02%
36,125
+20,608
CPRT icon
260
Copart
CPRT
$42.9B
$8.21M 0.02%
167,309
-11,047
CDNS icon
261
Cadence Design Systems
CDNS
$88.9B
$8.17M 0.02%
26,502
+521
SYF icon
262
Synchrony
SYF
$25.8B
$8.09M 0.02%
121,186
+12,164
FAST icon
263
Fastenal
FAST
$48.7B
$8.07M 0.02%
192,192
+5,120
VICI icon
264
VICI Properties
VICI
$32.9B
$8.06M 0.02%
247,184
+18,227
MGV icon
265
Vanguard Mega Cap Value ETF
MGV
$10.1B
$8M 0.02%
60,986
-13,763
LEN icon
266
Lennar Class A
LEN
$32.1B
$8M 0.02%
72,323
+16,247
BK icon
267
Bank of New York Mellon
BK
$74.7B
$7.94M 0.02%
87,200
+5,401
BBY icon
268
Best Buy
BBY
$16.7B
$7.88M 0.02%
117,423
+4,281
XEL icon
269
Xcel Energy
XEL
$48B
$7.88M 0.02%
115,655
-24,641
RKT icon
270
Rocket Companies
RKT
$46.9B
$7.87M 0.02%
554,701
+388,839
UAL icon
271
United Airlines
UAL
$32.1B
$7.86M 0.02%
98,757
-1,048
F icon
272
Ford
F
$47.4B
$7.85M 0.02%
723,853
+54,249
CBOE icon
273
Cboe Global Markets
CBOE
$25.1B
$7.82M 0.02%
33,527
+4,687
IRM icon
274
Iron Mountain
IRM
$30.9B
$7.79M 0.02%
75,981
+200
EOG icon
275
EOG Resources
EOG
$58B
$7.79M 0.02%
65,140
+5,623
9 10
11
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