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
BXP icon
476
Boston Properties
BXP
$11.5B
$3.04M 0.01%
45,111
-3,048
MLM icon
477
Martin Marietta Materials
MLM
$36.8B
$3.04M 0.01%
5,536
+138
VHT icon
478
Vanguard Health Care ETF
VHT
$16.2B
$3.03M 0.01%
12,217
+1,831
RING icon
479
iShares MSCI Global Gold Miners ETF
RING
$2.21B
$3M 0.01%
68,487
+3,389
UDR icon
480
UDR
UDR
$11.4B
$2.98M 0.01%
73,039
-1,446
CSGP icon
481
CoStar Group
CSGP
$28.6B
$2.97M 0.01%
36,976
-12,866
XLF icon
482
Financial Select Sector SPDR Fund
XLF
$54.3B
$2.97M 0.01%
56,729
-1,863
ARES icon
483
Ares Management
ARES
$33.9B
$2.96M 0.01%
17,109
-762
IR icon
484
Ingersoll Rand
IR
$30.6B
$2.94M 0.01%
35,296
+4,635
SKYY icon
485
First Trust Cloud Computing ETF
SKYY
$3.27B
$2.93M 0.01%
24,115
+4,174
BURL icon
486
Burlington
BURL
$17.7B
$2.91M 0.01%
12,511
-1,841
EMXC icon
487
iShares MSCI Emerging Markets ex China ETF
EMXC
$13.9B
$2.9M 0.01%
45,998
+3,054
DVY icon
488
iShares Select Dividend ETF
DVY
$20.6B
$2.88M 0.01%
21,665
+3,133
IWL icon
489
iShares Russell Top 200 ETF
IWL
$1.89B
$2.87M 0.01%
18,773
+1,520
GDDY icon
490
GoDaddy
GDDY
$17.8B
$2.87M 0.01%
15,954
-802
VGIT icon
491
Vanguard Intermediate-Term Treasury ETF
VGIT
$33B
$2.86M 0.01%
47,844
+14,614
GDX icon
492
VanEck Gold Miners ETF
GDX
$21B
$2.83M 0.01%
54,450
+4,964
LHX icon
493
L3Harris
LHX
$54.4B
$2.82M 0.01%
11,255
+2,579
CRBN icon
494
iShares MSCI ACWI Low Carbon Target ETF
CRBN
$1.04B
$2.79M 0.01%
13,182
+295
SNOW icon
495
Snowflake
SNOW
$89.1B
$2.79M 0.01%
12,467
+2,474
CNP icon
496
CenterPoint Energy
CNP
$25.7B
$2.78M 0.01%
75,683
+2,462
PAYX icon
497
Paychex
PAYX
$40.3B
$2.77M 0.01%
19,021
-3,687
BSV icon
498
Vanguard Short-Term Bond ETF
BSV
$38.9B
$2.76M 0.01%
35,093
-2,620
TRMB icon
499
Trimble
TRMB
$18.8B
$2.72M 0.01%
35,771
+1,062
XME icon
500
State Street SPDR S&P Metals & Mining ETF
XME
$2.68B
$2.7M 0.01%
40,184
-843
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