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
META icon
26
Meta Platforms (Facebook)
META
$1.62T
$235M 0.55%
319,431
+5,654
VV icon
27
Vanguard Large-Cap ETF
VV
$47.2B
$228M 0.54%
741,764
-45,447
CMF icon
28
iShares California Muni Bond ETF
CMF
$3.61B
$226M 0.53%
3,958,355
-4,689,842
SHV icon
29
iShares Short Treasury Bond ETF
SHV
$20.7B
$217M 0.51%
1,960,677
+177,915
EMB icon
30
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15.4B
$205M 0.48%
2,152,276
-107,843
AVGO icon
31
Broadcom
AVGO
$1.82T
$192M 0.45%
582,654
+21,207
GOOGL icon
32
Alphabet (Google) Class A
GOOGL
$3.8T
$182M 0.43%
747,609
+47,767
ESGV icon
33
Vanguard ESG US Stock ETF
ESGV
$11.7B
$177M 0.42%
1,497,736
-24,187
TSLA icon
34
Tesla
TSLA
$1.43T
$175M 0.41%
394,126
+14,864
SPY icon
35
SPDR S&P 500 ETF Trust
SPY
$697B
$160M 0.37%
239,714
+12,969
GOOG icon
36
Alphabet (Google) Class C
GOOG
$3.8T
$138M 0.32%
565,657
+24,624
QQQ icon
37
Invesco QQQ Trust
QQQ
$404B
$136M 0.32%
226,865
+19,483
FLTR icon
38
VanEck IG Floating Rate ETF
FLTR
$2.55B
$126M 0.3%
4,936,415
-222,674
FLRN icon
39
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
$2.65B
$126M 0.3%
4,086,722
+731,074
BND icon
40
Vanguard Total Bond Market
BND
$142B
$124M 0.29%
1,668,530
+146,011
SHYG icon
41
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.73B
$114M 0.27%
2,630,137
+290,333
JPM icon
42
JPMorgan Chase
JPM
$841B
$113M 0.27%
357,899
+6,415
XLE icon
43
Energy Select Sector SPDR Fund
XLE
$27.5B
$109M 0.26%
1,223,195
+8,700
ESGD icon
44
iShares ESG Aware MSCI EAFE ETF
ESGD
$10.6B
$109M 0.26%
1,169,041
+47,758
ESGE icon
45
iShares ESG Aware MSCI EM ETF
ESGE
$5.54B
$108M 0.25%
2,497,409
+76,465
VDE icon
46
Vanguard Energy ETF
VDE
$7.3B
$107M 0.25%
852,877
-29,685
BRK.B icon
47
Berkshire Hathaway Class B
BRK.B
$1.1T
$101M 0.24%
201,861
+3,866
PLTR icon
48
Palantir
PLTR
$399B
$101M 0.24%
552,907
+8,072
SCHO icon
49
Schwab Short-Term US Treasury ETF
SCHO
$12.3B
$92.4M 0.22%
3,787,747
+202,970
NFLX icon
50
Netflix
NFLX
$462B
$91.6M 0.22%
764,240
+9,070
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