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
IGSB icon
451
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.8B
$3.79M 0.01%
71,422
+3,969
STLD icon
452
Steel Dynamics
STLD
$24.5B
$3.75M 0.01%
26,875
-2,847
SSNC icon
453
SS&C Technologies
SSNC
$20.9B
$3.73M 0.01%
42,018
+3,786
DLTR icon
454
Dollar Tree
DLTR
$22.2B
$3.72M 0.01%
39,418
-4,717
ODFL icon
455
Old Dominion Freight Line
ODFL
$29.6B
$3.68M 0.01%
26,148
-17,087
LHX icon
456
L3Harris
LHX
$51.2B
$3.67M 0.01%
12,005
+750
VTWO icon
457
Vanguard Russell 2000 ETF
VTWO
$13.4B
$3.66M 0.01%
37,410
-85
DTE icon
458
DTE Energy
DTE
$27.3B
$3.65M 0.01%
25,836
+2,496
MLM icon
459
Martin Marietta Materials
MLM
$36.7B
$3.63M 0.01%
5,755
+219
GOVT icon
460
iShares US Treasury Bond ETF
GOVT
$33.3B
$3.61M 0.01%
156,028
+6,047
SUI icon
461
Sun Communities
SUI
$15.7B
$3.59M 0.01%
27,828
+20,945
GDDY icon
462
GoDaddy
GDDY
$17.3B
$3.5M 0.01%
25,566
+9,612
FERG icon
463
Ferguson
FERG
$50.6B
$3.5M 0.01%
15,570
-343
VHT icon
464
Vanguard Health Care ETF
VHT
$17.3B
$3.46M 0.01%
13,312
+1,095
BLOK icon
465
Amplify Blockchain Technology ETF
BLOK
$1.16B
$3.44M 0.01%
51,297
+12,824
VGIT icon
466
Vanguard Intermediate-Term Treasury ETF
VGIT
$34.8B
$3.42M 0.01%
56,928
+9,084
TRMB icon
467
Trimble
TRMB
$19.6B
$3.4M 0.01%
41,639
+5,868
VOT icon
468
Vanguard Mid-Cap Growth ETF
VOT
$17.8B
$3.39M 0.01%
11,530
+2,326
NDAQ icon
469
Nasdaq
NDAQ
$50.5B
$3.39M 0.01%
38,288
+10,314
BDX icon
470
Becton Dickinson
BDX
$54.4B
$3.38M 0.01%
18,043
+4,713
DIA icon
471
SPDR Dow Jones Industrial Average ETF Trust
DIA
$41.4B
$3.38M 0.01%
7,282
-2
SKYY icon
472
First Trust Cloud Computing ETF
SKYY
$3.1B
$3.36M 0.01%
25,015
+900
GPC icon
473
Genuine Parts
GPC
$17.9B
$3.35M 0.01%
24,148
-8,443
EMXC icon
474
iShares MSCI Emerging Markets ex China ETF
EMXC
$13.1B
$3.35M 0.01%
49,569
+3,571
REGN icon
475
Regeneron Pharmaceuticals
REGN
$78B
$3.34M 0.01%
5,940
+1,325
17 18
19
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