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
DVY icon
476
iShares Select Dividend ETF
DVY
$21.8B
$3.34M 0.01%
23,502
+1,837
CSGP icon
477
CoStar Group
CSGP
$27.7B
$3.32M 0.01%
39,329
+2,353
OTIS icon
478
Otis Worldwide
OTIS
$35.1B
$3.31M 0.01%
36,179
+46
FOX icon
479
Fox Class B
FOX
$29B
$3.3M 0.01%
57,650
-11,046
QYLD icon
480
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.3B
$3.3M 0.01%
193,898
-8,395
ZBRA icon
481
Zebra Technologies
ZBRA
$12.7B
$3.29M 0.01%
11,055
-220
URA icon
482
Global X Uranium ETF
URA
$6.95B
$3.27M 0.01%
68,644
+17,587
FDN icon
483
First Trust Dow Jones Internet Index Fund ETF
FDN
$6.32B
$3.26M 0.01%
11,635
+321
BTC
484
Grayscale Bitcoin Mini Trust ETF
BTC
$4.17B
$3.25M 0.01%
64,130
-3,755
IAGG icon
485
iShares Core International Aggregate Bond Fund
IAGG
$11.5B
$3.24M 0.01%
63,206
+17,897
BXP icon
486
Boston Properties
BXP
$10.8B
$3.23M 0.01%
43,510
-1,601
BSV icon
487
Vanguard Short-Term Bond ETF
BSV
$42.4B
$3.23M 0.01%
40,874
+5,781
WDAY icon
488
Workday
WDAY
$49.1B
$3.21M 0.01%
13,341
+246
IWL icon
489
iShares Russell Top 200 ETF
IWL
$2.14B
$3.21M 0.01%
19,309
+536
DD icon
490
DuPont de Nemours
DD
$18B
$3.2M 0.01%
98,069
+8,846
ARES icon
491
Ares Management
ARES
$37.4B
$3.2M 0.01%
19,989
+2,880
XLF icon
492
State Street Financial Select Sector SPDR ETF
XLF
$53.6B
$3.19M 0.01%
59,240
+2,511
WDC icon
493
Western Digital
WDC
$75.7B
$3.18M 0.01%
26,522
+10,200
KIM icon
494
Kimco Realty
KIM
$14.3B
$3.17M 0.01%
145,224
+354
EXPD icon
495
Expeditors International
EXPD
$21.8B
$3.15M 0.01%
25,656
-15,963
SRE icon
496
Sempra
SRE
$60.4B
$3.13M 0.01%
34,837
+2,977
ANGL icon
497
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.19B
$3.12M 0.01%
104,968
+57,497
CRBN icon
498
iShares Low Carbon Optimized MSCI ACWI ETF
CRBN
$1.01B
$3.09M 0.01%
13,640
+458
NTRS icon
499
Northern Trust
NTRS
$27.5B
$3.08M 0.01%
22,904
+6,890
TGT icon
500
Target
TGT
$50.4B
$3.06M 0.01%
34,153
-43,545
18 19
20
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