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
RBLX icon
351
Roblox
RBLX
$65.8B
$5.95M 0.01%
42,925
+4,392
TSCO icon
352
Tractor Supply
TSCO
$28.1B
$5.91M 0.01%
103,937
+20,414
MNST icon
353
Monster Beverage
MNST
$73B
$5.91M 0.01%
87,768
-979
WPC icon
354
W.P. Carey
WPC
$14.6B
$5.9M 0.01%
87,362
-13,341
VRSK icon
355
Verisk Analytics
VRSK
$31.3B
$5.88M 0.01%
23,371
+7,103
APO icon
356
Apollo Global Management
APO
$76.7B
$5.86M 0.01%
43,973
+4,904
LNT icon
357
Alliant Energy
LNT
$17.1B
$5.85M 0.01%
86,726
-630
HIG icon
358
Hartford Financial Services
HIG
$37.6B
$5.83M 0.01%
43,675
+1,885
EL icon
359
Estee Lauder
EL
$35.9B
$5.8M 0.01%
65,833
-575
MRVL icon
360
Marvell Technology
MRVL
$80.1B
$5.77M 0.01%
68,629
+4,830
ADSK icon
361
Autodesk
ADSK
$65.8B
$5.65M 0.01%
17,800
+3,051
EAGG icon
362
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.3B
$5.65M 0.01%
117,702
-1,305
ROP icon
363
Roper Technologies
ROP
$47.8B
$5.65M 0.01%
11,332
-1,588
PYPL icon
364
PayPal
PYPL
$58.9B
$5.65M 0.01%
84,240
+169
DIV icon
365
Global X SuperDividend US ETF
DIV
$647M
$5.63M 0.01%
318,184
+13,647
MCHP icon
366
Microchip Technology
MCHP
$30.6B
$5.62M 0.01%
87,452
-1,303
AIG icon
367
American International
AIG
$41.5B
$5.61M 0.01%
71,478
-4,595
TPR icon
368
Tapestry
TPR
$22.4B
$5.57M 0.01%
49,238
-391
VBK icon
369
Vanguard Small-Cap Growth ETF
VBK
$20.6B
$5.57M 0.01%
18,708
+367
CCL icon
370
Carnival Corp
CCL
$33.9B
$5.5M 0.01%
190,250
+59,831
ROL icon
371
Rollins
ROL
$29.3B
$5.5M 0.01%
93,570
+618
VCEB icon
372
Vanguard ESG US Corporate Bond ETF
VCEB
$965M
$5.47M 0.01%
85,185
-2,488
YUM icon
373
Yum! Brands
YUM
$41B
$5.46M 0.01%
35,952
+1,118
AME icon
374
Ametek
AME
$45.4B
$5.45M 0.01%
28,985
+3,323
ZTS icon
375
Zoetis
ZTS
$54.8B
$5.45M 0.01%
37,220
+13,097
13 14
15
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