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 | |
|---|---|---|---|---|---|---|
351
AutoZone
AZO
$61.8B
| $5.64M | 0.01% |
1,518
+49
|
|
||
352
iShares Global Tech ETF
IXN
$6.41B
| $5.57M | 0.01% |
60,299
-1,856
|
|
||
353
Monster Beverage
MNST
$68.1B
| $5.56M | 0.01% |
88,747
+10,008
|
|
||
354
Vanguard ESG US Corporate Bond ETF
VCEB
$908M
| $5.56M | 0.01% |
87,673
-46,300
|
|
||
355
Seagate
STX
$59.7B
| $5.55M | 0.01% |
38,460
-8,652
|
|
||
356
Apollo Global Management
APO
$76.8B
| $5.54M | 0.01% |
39,069
-8,333
|
|
||
357
Travelers Companies
TRV
$62.4B
| $5.48M | 0.01% |
20,480
+196
|
|
||
358
Ball Corp
BALL
$13.1B
| $5.48M | 0.01% |
97,664
+73,953
|
|
||
359
Brown-Forman Class A
BF.A
$12.6B
| $5.37M | 0.01% |
195,406
+78,169
|
|
||
360
Estee Lauder
EL
$31.6B
| $5.37M | 0.01% |
66,408
+50,415
|
|
||
361
Baker Hughes
BKR
$47.2B
| $5.36M | 0.01% |
139,873
-17,116
|
|
||
362
Global X SuperDividend US ETF
DIV
$632M
| $5.35M | 0.01% |
304,537
+14,711
|
|
||
363
Coterra Energy
CTRA
$20.2B
| $5.34M | 0.01% |
210,212
-26,717
|
|
||
364
Wabtec
WAB
$35.3B
| $5.33M | 0.01% |
25,445
+311
|
|
||
365
Hartford Financial Services
HIG
$36.1B
| $5.3M | 0.01% |
41,790
+1,080
|
|
||
366
Dow Inc
DOW
$15.8B
| $5.3M | 0.01% |
200,093
+67,360
|
|
||
367
Alliant Energy
LNT
$17.3B
| $5.28M | 0.01% |
87,356
-28,956
|
|
||
368
Rollins
ROL
$28.4B
| $5.24M | 0.01% |
92,952
-173
|
|
||
369
iShares MSCI India ETF
INDA
$9.45B
| $5.2M | 0.01% |
93,329
+4,349
|
|
||
370
Motorola Solutions
MSI
$65.1B
| $5.19M | 0.01% |
12,343
+192
|
|
||
371
Hologic
HOLX
$16.5B
| $5.19M | 0.01% |
79,640
+34,557
|
|
||
372
Waste Connections
WCN
$42.5B
| $5.18M | 0.01% |
27,738
-720
|
|
||
373
Yum! Brands
YUM
$41.4B
| $5.16M | 0.01% |
34,834
-4,674
|
|
||
374
eBay
EBAY
$37.9B
| $5.13M | 0.01% |
68,963
+8,438
|
|
||
375
Principal Financial Group
PFG
$18.2B
| $5.13M | 0.01% |
64,599
+900
|
|