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
MSCI icon
426
MSCI
MSCI
$41.1B
$4.17M 0.01%
7,357
+509
DOV icon
427
Dover
DOV
$25.7B
$4.12M 0.01%
24,703
+90
XLV icon
428
State Street Health Care Select Sector SPDR ETF
XLV
$40.1B
$4.11M 0.01%
29,514
+1,818
HOLX icon
429
Hologic
HOLX
$16.7B
$4.1M 0.01%
60,680
-18,960
FNF icon
430
Fidelity National Financial
FNF
$15.9B
$4.09M 0.01%
67,662
-12,097
NI icon
431
NiSource
NI
$20B
$4.09M 0.01%
94,391
-17,226
TW icon
432
Tradeweb Markets
TW
$22.7B
$4.05M 0.01%
36,511
-2,867
VMC icon
433
Vulcan Materials
VMC
$38.3B
$4.04M 0.01%
13,145
+795
RING icon
434
iShares MSCI Global Gold Miners ETF
RING
$2.71B
$4.03M 0.01%
62,258
-6,229
NUE icon
435
Nucor
NUE
$36.9B
$4.01M 0.01%
29,635
-426
DSI icon
436
iShares MSCI KLD 400 Social ETF
DSI
$5.01B
$4.01M 0.01%
31,817
+11,394
FTV icon
437
Fortive
FTV
$16.9B
$3.99M 0.01%
81,514
+41,780
CIBR icon
438
First Trust NASDAQ Cybersecurity ETF
CIBR
$11B
$3.97M 0.01%
52,249
-392
FICO icon
439
Fair Isaac
FICO
$42.2B
$3.97M 0.01%
2,651
-144
USFR icon
440
WisdomTree Floating Rate Treasury Fund
USFR
$16.7B
$3.93M 0.01%
78,274
-6,676
SOFI icon
441
SoFi Technologies
SOFI
$35.6B
$3.91M 0.01%
147,962
+7,631
XYZ
442
Block Inc
XYZ
$36.5B
$3.9M 0.01%
53,996
+9,065
CSX icon
443
CSX Corp
CSX
$65.1B
$3.9M 0.01%
109,711
+501
CBRE icon
444
CBRE Group
CBRE
$47.4B
$3.89M 0.01%
24,702
+1,530
EQIX icon
445
Equinix
EQIX
$71.4B
$3.87M 0.01%
4,936
+678
CTRA icon
446
Coterra Energy
CTRA
$20.1B
$3.83M 0.01%
161,997
-48,215
GSLC icon
447
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.8B
$3.82M 0.01%
29,322
+2,291
TDIV icon
448
First Trust NASDAQ Technology Dividend Index Fund
TDIV
$3.74B
$3.82M 0.01%
38,743
+1,234
ICLN icon
449
iShares Global Clean Energy ETF
ICLN
$1.92B
$3.82M 0.01%
246,701
-748
RMD icon
450
ResMed
RMD
$36.6B
$3.79M 0.01%
13,839
+209
16 17
18
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