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
IWO icon
526
iShares Russell 2000 Growth ETF
IWO
$12.9B
$2.68M 0.01%
8,384
-585
PSA icon
527
Public Storage
PSA
$47.9B
$2.65M 0.01%
9,159
-5,960
ASTS icon
528
AST SpaceMobile
ASTS
$15.8B
$2.63M 0.01%
53,557
+2,917
QTEC icon
529
First Trust NASDAQ-100 Technology Index Fund
QTEC
$3B
$2.6M 0.01%
11,341
+471
LDOS icon
530
Leidos
LDOS
$23.9B
$2.6M 0.01%
13,771
+1,498
TER icon
531
Teradyne
TER
$29.7B
$2.59M 0.01%
18,810
+1,803
NTAP icon
532
NetApp
NTAP
$22.9B
$2.58M 0.01%
21,786
+8,605
LVS icon
533
Las Vegas Sands
LVS
$46.3B
$2.58M 0.01%
47,958
+29,769
TDY icon
534
Teledyne Technologies
TDY
$23.3B
$2.56M 0.01%
4,362
+1,847
KEYS icon
535
Keysight
KEYS
$34.5B
$2.55M 0.01%
14,551
+352
PEG icon
536
Public Service Enterprise Group
PEG
$40.3B
$2.54M 0.01%
30,474
-32
ULTA icon
537
Ulta Beauty
ULTA
$24.6B
$2.54M 0.01%
4,639
+173
JPST icon
538
JPMorgan Ultra-Short Income ETF
JPST
$35B
$2.53M 0.01%
49,931
+4,238
QQQJ icon
539
Invesco NASDAQ Next Gen 100 ETF
QQQJ
$720M
$2.53M 0.01%
70,554
+4,531
VLTO icon
540
Veralto
VLTO
$25.3B
$2.52M 0.01%
23,679
+12,374
EPI icon
541
WisdomTree India Earnings Fund ETF
EPI
$2.81B
$2.51M 0.01%
56,769
+6,502
APA icon
542
APA Corp
APA
$9.03B
$2.5M 0.01%
103,136
-1,722
VOOG icon
543
Vanguard S&P 500 Growth ETF
VOOG
$21.5B
$2.5M 0.01%
5,736
+5,011
GEHC icon
544
GE HealthCare
GEHC
$36.5B
$2.49M 0.01%
33,137
+5,133
ZS icon
545
Zscaler
ZS
$38.5B
$2.49M 0.01%
8,297
+1,509
AVUS icon
546
Avantis US Equity ETF
AVUS
$10.2B
$2.48M 0.01%
22,849
+241
SMCI icon
547
Super Micro Computer
SMCI
$19.7B
$2.48M 0.01%
51,706
-2,870
IWN icon
548
iShares Russell 2000 Value ETF
IWN
$11.7B
$2.47M 0.01%
13,960
+45
TRGP icon
549
Targa Resources
TRGP
$36.9B
$2.46M 0.01%
14,654
-5,237
IEFA icon
550
iShares Core MSCI EAFE ETF
IEFA
$160B
$2.44M 0.01%
27,998
+2,371
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