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
TRGP icon
451
Targa Resources
TRGP
$36.5B
$3.46M 0.01%
19,891
+661
ARKQ icon
452
ARK Autonomous Technology & Robotics ETF
ARKQ
$1.52B
$3.46M 0.01%
38,830
+4,575
GOVT icon
453
iShares US Treasury Bond ETF
GOVT
$28.3B
$3.45M 0.01%
149,981
+45,758
KVUE icon
454
Kenvue
KVUE
$31.5B
$3.41M 0.01%
162,853
+108,620
VTRS icon
455
Viatris
VTRS
$11.7B
$3.4M 0.01%
381,247
-9,779
EQIX icon
456
Equinix
EQIX
$80.4B
$3.39M 0.01%
4,258
+67
QYLD icon
457
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.4B
$3.38M 0.01%
202,293
+15,504
TDIV icon
458
First Trust NASDAQ Technology Dividend Index Fund
TDIV
$3.67B
$3.38M 0.01%
37,509
-1,523
GSLC icon
459
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.6B
$3.28M 0.01%
27,031
-2,070
VTWO icon
460
Vanguard Russell 2000 ETF
VTWO
$12.7B
$3.27M 0.01%
37,495
+4,118
CBRE icon
461
CBRE Group
CBRE
$44.6B
$3.25M 0.01%
23,172
+6,336
ICLN icon
462
iShares Global Clean Energy ETF
ICLN
$1.91B
$3.24M 0.01%
247,449
-147,431
BTC
463
Grayscale Bitcoin Mini Trust ETF
BTC
$4.53B
$3.24M 0.01%
67,885
-2,624
MAA icon
464
Mid-America Apartment Communities
MAA
$14.9B
$3.23M 0.01%
21,804
+2,297
VMC icon
465
Vulcan Materials
VMC
$37.8B
$3.22M 0.01%
12,350
+1,139
DIA icon
466
SPDR Dow Jones Industrial Average ETF Trust
DIA
$40.1B
$3.21M 0.01%
7,284
+288
SSNC icon
467
SS&C Technologies
SSNC
$20.6B
$3.17M 0.01%
38,232
-804
TEAM icon
468
Atlassian
TEAM
$41.1B
$3.14M 0.01%
15,485
+5,733
WDAY icon
469
Workday
WDAY
$59.9B
$3.14M 0.01%
13,095
+453
SCHG icon
470
Schwab US Large-Cap Growth ETF
SCHG
$52.5B
$3.12M 0.01%
106,850
+6,692
DTE icon
471
DTE Energy
DTE
$27.8B
$3.09M 0.01%
23,340
+2,472
VRSN icon
472
VeriSign
VRSN
$22.2B
$3.07M 0.01%
10,635
+4,011
XYZ
473
Block Inc
XYZ
$43.2B
$3.05M 0.01%
44,931
-3,964
FDN icon
474
First Trust Dow Jones Internet Index Fund ETF
FDN
$7.42B
$3.05M 0.01%
11,314
-866
KIM icon
475
Kimco Realty
KIM
$13.7B
$3.05M 0.01%
144,870
+5,755
17 18
19
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