Wealthfront Advisers Portfolio holdings
AUM
$42.6B
1-Year Est. Return
14.98%
1 Year Est. Return
+14.98%
AUM
$38.8B
AUM Growth
+$1.58B
(+4.2%)
Holding
987
Top Buys
| 1 | +$372M | |
| 2 | +$304M | |
| 3 | +$165M | |
| 4 |
Invesco California AMT-Free Municipal Bond ETF
PWZ
|
+$117M |
| 5 |
Schwab International Equity ETF
SCHF
|
+$109M |
Top Sells
| 1 | +$229M | |
| 2 | +$218M | |
| 3 | +$138M | |
| 4 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
+$98.2M |
| 5 |
State Street 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 | |
|---|---|---|---|---|---|---|
326
W.P. Carey
WPC
$14.8B
| $6.28M | 0.02% |
100,703
+1,809
|
|
||
327
Aflac
AFL
$59.8B
| $6.28M | 0.02% |
59,566
-5,216
|
|
||
328
Thermo Fisher Scientific
TMO
$215B
| $6.26M | 0.02% |
15,431
-7,068
|
|
||
329
PayPal
PYPL
$62B
| $6.25M | 0.02% |
84,071
+10,377
|
|
||
330
Microchip Technology
MCHP
$30.4B
| $6.25M | 0.02% |
88,755
+68,590
|
|
||
331
Dell
DELL
$98.3B
| $6.23M | 0.02% |
50,821
-2,547
|
|
||
332
Sysco
SYY
$36B
| $6.19M | 0.02% |
81,747
+14,834
|
|
||
333
Oneok
OKE
$42.9B
| $6.18M | 0.02% |
75,659
-9,046
|
|
||
334
Vanguard Mega Cap 300 Index ETF
MGC
$8.3B
| $6.16M | 0.02% |
27,394
-292
|
|
||
335
United Rentals
URI
$54B
| $6.13M | 0.02% |
8,136
+19
|
|
||
336
Elevance Health
ELV
$70.6B
| $6.13M | 0.02% |
15,750
+2,042
|
|
||
337
Freeport-McMoran
FCX
$57.2B
| $6.12M | 0.02% |
141,219
-25,219
|
|
||
338
Cloudflare
NET
$81.5B
| $6.07M | 0.02% |
31,003
+3,556
|
|
||
339
T. Rowe Price
TROW
$22.4B
| $6.07M | 0.02% |
62,862
-6,464
|
|
||
340
Interactive Brokers
IBKR
$31.4B
| $6.06M | 0.02% |
109,431
+8,219
|
|
||
341
iShares Silver Trust
SLV
$23.6B
| $6.05M | 0.02% |
184,498
+34,184
|
|
||
342
Kimberly-Clark
KMB
$34.5B
| $6.05M | 0.02% |
46,892
+1,081
|
|
||
343
LyondellBasell Industries
LYB
$13.8B
| $6.03M | 0.02% |
104,187
+21,203
|
|
||
344
Snap-on
SNA
$17.9B
| $5.92M | 0.02% |
19,017
-803
|
|
||
345
Marriott International
MAR
$78.1B
| $5.91M | 0.02% |
21,627
+3,072
|
|
||
346
Avantis US Small Cap Value ETF
AVUV
$18.1B
| $5.86M | 0.02% |
64,346
+11,991
|
|
||
347
Brown-Forman Class B
BF.B
$12.6B
| $5.8M | 0.01% |
215,359
+65,468
|
|
||
348
Tradeweb Markets
TW
$23.3B
| $5.76M | 0.01% |
39,378
-243
|
|
||
349
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.18B
| $5.66M | 0.01% |
119,007
-3,528
|
|
||
350
Tyson Foods
TSN
$18.7B
| $5.65M | 0.01% |
101,003
-32,770
|
|