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
LBRDK icon
401
Liberty Broadband Class C
LBRDK
$6.56B
$4.77M 0.01%
75,083
-3,085
WCN icon
402
Waste Connections
WCN
$44.4B
$4.76M 0.01%
27,087
-651
INDA icon
403
iShares MSCI India ETF
INDA
$9.47B
$4.74M 0.01%
91,107
-2,222
RSP icon
404
Invesco S&P 500 Equal Weight ETF
RSP
$74.2B
$4.74M 0.01%
24,978
-2,498
SNOW icon
405
Snowflake
SNOW
$88B
$4.73M 0.01%
20,970
+8,503
ARE icon
406
Alexandria Real Estate Equities
ARE
$9.3B
$4.72M 0.01%
56,614
+4,535
HUBB icon
407
Hubbell
HUBB
$22.7B
$4.71M 0.01%
10,942
-53
BR icon
408
Broadridge
BR
$26.6B
$4.65M 0.01%
19,544
+9,031
PFG icon
409
Principal Financial Group
PFG
$18.5B
$4.58M 0.01%
55,185
-9,414
APD icon
410
Air Products & Chemicals
APD
$57.2B
$4.57M 0.01%
16,769
-644
DGX icon
411
Quest Diagnostics
DGX
$20.3B
$4.56M 0.01%
23,930
+480
IGV icon
412
iShares Expanded Tech-Software Sector ETF
IGV
$8.24B
$4.54M 0.01%
39,518
-2,414
FOXA icon
413
Fox Class A
FOXA
$29.4B
$4.51M 0.01%
71,586
+179
DOW icon
414
Dow Inc
DOW
$17B
$4.43M 0.01%
193,172
-6,921
XYL icon
415
Xylem
XYL
$33.9B
$4.37M 0.01%
29,603
+2,556
VO icon
416
Vanguard Mid-Cap ETF
VO
$88.7B
$4.36M 0.01%
14,839
+2,404
MAA icon
417
Mid-America Apartment Communities
MAA
$15.8B
$4.35M 0.01%
31,122
+9,318
CTSH icon
418
Cognizant
CTSH
$37.5B
$4.32M 0.01%
64,433
+9,660
XME icon
419
State Street SPDR S&P Metals & Mining ETF
XME
$2.69B
$4.32M 0.01%
46,355
+6,171
SCHG icon
420
Schwab US Large-Cap Growth ETF
SCHG
$52.5B
$4.31M 0.01%
135,197
+28,347
CNP icon
421
CenterPoint Energy
CNP
$25B
$4.28M 0.01%
110,210
+34,527
BNDX icon
422
Vanguard Total International Bond ETF
BNDX
$72.4B
$4.26M 0.01%
86,127
-4,126
EXPE icon
423
Expedia Group
EXPE
$32.3B
$4.25M 0.01%
19,888
+5,690
LYV icon
424
Live Nation Entertainment
LYV
$29.8B
$4.25M 0.01%
25,980
+9,368
LYB icon
425
LyondellBasell Industries
LYB
$15.4B
$4.22M 0.01%
86,028
-18,159
15 16
17
18 19