Wealthfront Advisers

Wealthfront Advisers Portfolio holdings

AUM $42.6B
1-Year Est. Return 14.98%
This Quarter Est. Return
1 Year Est. Return
+14.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$42.6B
AUM Growth
+$3.77B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,027
New
Increased
Reduced
Closed

Top Buys

1 +$329M
2 +$219M
3 +$108M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$105M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$100M

Top Sells

1 +$268M
2 +$47M
3 +$38M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$32.5M
5
VV icon
Vanguard Large-Cap ETF
VV
+$14M

Sector Composition

1 Technology 6.2%
2 Financials 2.55%
3 Communication Services 1.97%
4 Consumer Discretionary 1.91%
5 Healthcare 1.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
TDG icon
276
TransDigm Group
TDG
$75.8B
$8.3M 0.02%
6,299
-591
UPS icon
277
United Parcel Service
UPS
$83B
$8.24M 0.02%
98,676
+15,474
MDT icon
278
Medtronic
MDT
$130B
$8.24M 0.02%
86,543
+11,104
VRT icon
279
Vertiv
VRT
$68.6B
$8.19M 0.02%
54,259
+3,128
PRU icon
280
Prudential Financial
PRU
$38.2B
$8.17M 0.02%
78,733
-12,227
DHR icon
281
Danaher
DHR
$162B
$8.1M 0.02%
40,844
-10,969
VICI icon
282
VICI Properties
VICI
$30.1B
$8.08M 0.02%
247,777
+593
DAL icon
283
Delta Air Lines
DAL
$43.7B
$7.96M 0.02%
140,346
+283
MCO icon
284
Moody's
MCO
$87.6B
$7.95M 0.02%
16,687
+3,773
ECL icon
285
Ecolab
ECL
$75.8B
$7.92M 0.02%
28,914
+3,907
SBAC icon
286
SBA Communications
SBAC
$19.8B
$7.9M 0.02%
40,836
-11,702
VEU icon
287
Vanguard FTSE All-World ex-US ETF
VEU
$52.3B
$7.86M 0.02%
110,136
+14,536
URI icon
288
United Rentals
URI
$51.9B
$7.86M 0.02%
8,229
+93
STT icon
289
State Street
STT
$33.7B
$7.8M 0.02%
67,247
-650
ADM icon
290
Archer Daniels Midland
ADM
$29.2B
$7.78M 0.02%
130,160
-1,040
BBY icon
291
Best Buy
BBY
$15.8B
$7.75M 0.02%
102,491
-14,932
PCY icon
292
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.3B
$7.71M 0.02%
357,720
-12,635
NKE icon
293
Nike
NKE
$97.3B
$7.6M 0.02%
109,028
-14,293
MGC icon
294
Vanguard Mega Cap 300 Index ETF
MGC
$9.07B
$7.59M 0.02%
31,098
+3,704
SYY icon
295
Sysco
SYY
$35.4B
$7.58M 0.02%
92,113
+10,366
NET icon
296
Cloudflare
NET
$71.1B
$7.57M 0.02%
35,264
+4,261
IRM icon
297
Iron Mountain
IRM
$24.6B
$7.56M 0.02%
74,201
-1,780
CPRT icon
298
Copart
CPRT
$37.7B
$7.56M 0.02%
168,109
+800
KEY icon
299
KeyCorp
KEY
$20.3B
$7.49M 0.02%
400,762
-3,108
SNPS icon
300
Synopsys
SNPS
$87.2B
$7.39M 0.02%
14,983
+2,713