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Wealthfront Advisers Portfolio holdings
AUM
$45.6B
1-Year Est. Return
18.83%
This Fund
S&P 500
This Quarter
Est. Return
-10.59%
1 Year Est. Return
+18.83%
3 Year Est. Return
+48.65%
5 Year Est. Return
+44%
10 Year Est. Return
–
AUM
$9.41B
AUM Growth
–
Cap. Flow
+$9.91B
Cap. Flow
% of AUM
105.32%
Top 10 Holdings %
Top 10 Hldgs %
75.03%
Holding
442
New
442
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Schwab International Equity ETF
SCHF
|
+$1.15B |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
+$1.12B |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$1.02B |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$999M |
| 5 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
+$699M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 1.68% |
| 2 | Technology | 1.52% |
| 3 | Healthcare | 1.25% |
| 4 | Communication Services | 1.01% |
| 5 | Consumer Discretionary | 0.95% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Meta Platforms (Facebook)
META
$1.72T
| $16.4M | 0.17% |
+125,339
| New | +$18.2M |
|
27
Berkshire Hathaway Class B
BRK.B
$1.05T
| $15.2M | 0.16% |
+74,369
| New | +$15.5M |
|
28
Alphabet (Google) Class C
GOOG
$4.54T
| $15.1M | 0.16% |
+291,440
| New | +$15.6M |
|
29
JPMorgan Chase
JPM
$919B
| $13.7M | 0.15% |
+140,467
| New | +$15M |
|
|
30
Alphabet (Google) Class A
GOOGL
$4.54T
| $13M | 0.14% |
+249,100
| New | +$13.5M |
|
31
UnitedHealth
UNH
$398B
| $12.9M | 0.14% |
+51,816
| New | +$13.7M |
|
32
Merck
MRK
$315B
| $12.3M | 0.13% |
+168,328
| New | +$11.9M |
|
33
Procter & Gamble
PG
$347B
| $11.4M | 0.12% |
+124,498
| New | +$11.1M |
|
34
Visa
V
$687B
| $11.4M | 0.12% |
+86,121
| New | +$11.9M |
|
35
Verizon
VZ
$181B
| $11.1M | 0.12% |
+196,611
| New | +$11.2M |
|
36
Johnson & Johnson
JNJ
$606B
| $11M | 0.12% |
+85,259
| New | +$11.9M |
|
37
Bank of America
BAC
$433B
| $10.8M | 0.12% |
+440,335
| New | +$11.9M |
|
38
Pfizer
PFE
$144B
| $10.7M | 0.11% |
+258,608
| New | +$10.7M |
|
39
Mastercard
MA
$483B
| $9.85M | 0.1% |
+52,232
| New | +$10.4M |
|
40
Intel
INTC
$501B
| $9.62M | 0.1% |
+205,081
| New | +$9.6M |
|
41
Cisco
CSCO
$428B
| $9.15M | 0.1% |
+211,156
| New | +$9.66M |
|
42
Boeing
BA
$171B
| $9.15M | 0.1% |
+28,360
| New | +$9.8M |
|
43
Home Depot
HD
$346B
| $8.61M | 0.09% |
+50,107
| New | +$8.99M |
|
44
AbbVie
ABBV
$445B
| $8.34M | 0.09% |
+90,407
| New | +$7.95M |
|
45
Schwab US REIT ETF
SCHH
$11.5B
| $8.19M | 0.09% |
+425,366
| New | +$8.68M |
|
46
McDonald's
MCD
$191B
| $7.94M | 0.08% |
+44,703
| New | +$7.93M |
|
47
Coca-Cola
KO
$362B
| $7.62M | 0.08% |
+161,013
| New | +$7.71M |
|
48
Chevron
CVX
$365B
| $7.55M | 0.08% |
+69,378
| New | +$8.04M |
|
49
AT&T
T
$151B
| $7.06M | 0.08% |
+327,604
| New | +$7.63M |
|
50
Abbott
ABT
$174B
| $6.95M | 0.07% |
+96,081
| New | +$6.75M |
|
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