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
WAB icon
376
Wabtec
WAB
$35.6B
$5.41M 0.01%
26,979
+1,534
ACGL icon
377
Arch Capital
ACGL
$33.6B
$5.39M 0.01%
59,360
+6,569
L icon
378
Loews
L
$22B
$5.37M 0.01%
53,494
+2,065
ARKQ icon
379
ARK Autonomous Technology & Robotics ETF
ARKQ
$1.55B
$5.35M 0.01%
47,940
+9,110
VGK icon
380
Vanguard FTSE Europe ETF
VGK
$28.2B
$5.29M 0.01%
66,348
+11,422
KDP icon
381
Keurig Dr Pepper
KDP
$38.2B
$5.27M 0.01%
206,685
+78,193
ROST icon
382
Ross Stores
ROST
$57.8B
$5.2M 0.01%
34,106
-5,562
NSC icon
383
Norfolk Southern
NSC
$65.5B
$5.16M 0.01%
17,167
+1,169
CARR icon
384
Carrier Global
CARR
$45.3B
$5.15M 0.01%
86,228
-4,379
CMI icon
385
Cummins
CMI
$69.2B
$5.14M 0.01%
12,166
+673
MPWR icon
386
Monolithic Power Systems
MPWR
$45.6B
$5.11M 0.01%
5,554
-374
FISV
387
Fiserv Inc
FISV
$34B
$4.99M 0.01%
38,721
-277
EA icon
388
Electronic Arts
EA
$50.8B
$4.98M 0.01%
24,699
+2,057
TTWO icon
389
Take-Two Interactive
TTWO
$45.6B
$4.96M 0.01%
19,213
+2,257
CMG icon
390
Chipotle Mexican Grill
CMG
$45.1B
$4.95M 0.01%
126,435
+1,728
SCHA icon
391
Schwab U.S Small- Cap ETF
SCHA
$19B
$4.94M 0.01%
177,210
+25,197
FCX icon
392
Freeport-McMoran
FCX
$61.7B
$4.93M 0.01%
125,716
-15,503
GLW icon
393
Corning
GLW
$71.8B
$4.92M 0.01%
60,029
+10,244
VCSH icon
394
Vanguard Short-Term Corporate Bond ETF
VCSH
$39.9B
$4.92M 0.01%
61,577
+6,043
TMFC icon
395
Motley Fool 100 Index ETF
TMFC
$1.88B
$4.91M 0.01%
69,654
+9,218
HAL icon
396
Halliburton
HAL
$22.6B
$4.86M 0.01%
197,542
-49,699
RKLB icon
397
Rocket Lab Corp
RKLB
$22.4B
$4.82M 0.01%
100,677
+376
VTR icon
398
Ventas
VTR
$37.6B
$4.82M 0.01%
68,801
-445
RIVN icon
399
Rivian
RIVN
$21.1B
$4.79M 0.01%
326,245
-32,240
AON icon
400
Aon
AON
$74.3B
$4.77M 0.01%
13,383
+1,224