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
$38.8B
AUM Growth
+$1.58B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
987
New
Increased
Reduced
Closed

Top Buys

1
+$372M
2
+$304M
3
+$165M
4
PWZ icon
Invesco California AMT-Free Municipal Bond ETF
PWZ
+$117M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$109M

Top Sells

1
+$229M
2
+$218M
3
+$138M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$98.2M
5
FLRN icon
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
BNDX icon
401
Vanguard Total International Bond ETF
BNDX
$72.4B
$4.47M 0.01%
90,253
+46,929
PSA icon
402
Public Storage
PSA
$45.8B
$4.44M 0.01%
15,119
+4,189
MCHI icon
403
iShares MSCI China ETF
MCHI
$7.77B
$4.43M 0.01%
80,479
-5,595
VCSH icon
404
Vanguard Short-Term Corporate Bond ETF
VCSH
$40B
$4.41M 0.01%
55,534
+17,042
TSCO icon
405
Tractor Supply
TSCO
$26.6B
$4.41M 0.01%
83,523
-2,586
INTC icon
406
Intel
INTC
$178B
$4.4M 0.01%
196,564
-84,336
VTR icon
407
Ventas
VTR
$37B
$4.37M 0.01%
69,246
+18,355
DLTR icon
408
Dollar Tree
DLTR
$24.7B
$4.37M 0.01%
44,135
+37,508
TPR icon
409
Tapestry
TPR
$26.5B
$4.36M 0.01%
49,629
-901
AON icon
410
Aon
AON
$76.6B
$4.34M 0.01%
12,159
-2,682
MPWR icon
411
Monolithic Power Systems
MPWR
$44.3B
$4.34M 0.01%
5,928
-791
VYMI icon
412
Vanguard International High Dividend Yield ETF
VYMI
$14.3B
$4.31M 0.01%
53,792
-6,809
CTSH icon
413
Cognizant
CTSH
$40.6B
$4.27M 0.01%
54,773
-2,763
USFR icon
414
WisdomTree Floating Rate Treasury Fund
USFR
$16.3B
$4.27M 0.01%
84,950
+19,410
VGK icon
415
Vanguard FTSE Europe ETF
VGK
$29.3B
$4.26M 0.01%
54,926
+26,204
KDP icon
416
Keurig Dr Pepper
KDP
$38.2B
$4.25M 0.01%
128,492
-8,500
DGX icon
417
Quest Diagnostics
DGX
$19.5B
$4.21M 0.01%
23,450
+169
TTWO icon
418
Take-Two Interactive
TTWO
$47.7B
$4.12M 0.01%
16,956
+5,603
NSC icon
419
Norfolk Southern
NSC
$65.1B
$4.1M 0.01%
15,998
+5,854
RBLX icon
420
Roblox
RBLX
$57.4B
$4.05M 0.01%
38,533
+13,657
FOXA icon
421
Fox Class A
FOXA
$32.7B
$4M 0.01%
71,407
+16,479
CIBR icon
422
First Trust NASDAQ Cybersecurity ETF
CIBR
$10.9B
$3.98M 0.01%
52,641
+5,000
GPC icon
423
Genuine Parts
GPC
$17.3B
$3.95M 0.01%
32,591
+26,497
MSCI icon
424
MSCI
MSCI
$43.7B
$3.95M 0.01%
6,848
+641
ALNY icon
425
Alnylam Pharmaceuticals
ALNY
$52.5B
$3.94M 0.01%
12,084
+3,363
15 16
17
18 19