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
TMFC icon
426
Motley Fool 100 Index ETF
TMFC
$1.75B
$3.9M 0.01%
60,436
+1,244
NUE icon
427
Nucor
NUE
$33.2B
$3.89M 0.01%
30,061
-12,827
SCHA icon
428
Schwab U.S Small- Cap ETF
SCHA
$20.3B
$3.85M 0.01%
152,013
-17,997
STLD icon
429
Steel Dynamics
STLD
$22.3B
$3.8M 0.01%
29,722
-4,201
DOC icon
430
Healthpeak Properties
DOC
$12.2B
$3.79M 0.01%
216,485
-64,810
ARE icon
431
Alexandria Real Estate Equities
ARE
$9.19B
$3.78M 0.01%
52,079
+10,442
CMI icon
432
Cummins
CMI
$63.9B
$3.76M 0.01%
11,493
+705
ZTS icon
433
Zoetis
ZTS
$52.7B
$3.76M 0.01%
24,123
-90
IDXX icon
434
Idexx Laboratories
IDXX
$57B
$3.76M 0.01%
7,014
+468
XLV icon
435
Health Care Select Sector SPDR Fund
XLV
$36B
$3.73M 0.01%
27,696
-779
WTW icon
436
Willis Towers Watson
WTW
$30.9B
$3.69M 0.01%
12,027
-842
CCL icon
437
Carnival Corp
CCL
$34.6B
$3.67M 0.01%
130,419
+11,447
CNC icon
438
Centene
CNC
$18.2B
$3.63M 0.01%
66,790
+43,595
EA icon
439
Electronic Arts
EA
$50B
$3.62M 0.01%
22,642
+347
RKLB icon
440
Rocket Lab Corp
RKLB
$24B
$3.59M 0.01%
100,301
-1,649
OTIS icon
441
Otis Worldwide
OTIS
$35.5B
$3.58M 0.01%
36,133
-7,173
CSX icon
442
CSX Corp
CSX
$65.5B
$3.56M 0.01%
109,210
+44,231
IGSB icon
443
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.3B
$3.56M 0.01%
67,453
+2,459
FOX icon
444
Fox Class B
FOX
$26.3B
$3.55M 0.01%
68,696
+19,275
RMD icon
445
ResMed
RMD
$36.4B
$3.52M 0.01%
13,630
+4,250
XYL icon
446
Xylem
XYL
$36.6B
$3.5M 0.01%
27,047
+1,507
VO icon
447
Vanguard Mid-Cap ETF
VO
$87.5B
$3.48M 0.01%
12,435
+51
ZBRA icon
448
Zebra Technologies
ZBRA
$13.1B
$3.48M 0.01%
11,275
-1,795
CLX icon
449
Clorox
CLX
$13B
$3.47M 0.01%
28,881
+4,634
FERG icon
450
Ferguson
FERG
$49.4B
$3.47M 0.01%
15,913
+3,141
16 17
18
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