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
DPZ icon
526
Domino's
DPZ
$13.6B
$2.44M 0.01%
5,418
+34
PODD icon
527
Insulet
PODD
$22.8B
$2.44M 0.01%
7,762
+2,788
HACK icon
528
Amplify Cybersecurity ETF
HACK
$2.34B
$2.44M 0.01%
28,221
-30
ARKF icon
529
ARK Fintech Innovation ETF
ARKF
$1.37B
$2.43M 0.01%
48,395
-1,942
REGN icon
530
Regeneron Pharmaceuticals
REGN
$68B
$2.42M 0.01%
4,615
-1,560
SRE icon
531
Sempra
SRE
$60.6B
$2.41M 0.01%
31,860
+7,617
AVDV icon
532
Avantis International Small Cap Value ETF
AVDV
$12.4B
$2.41M 0.01%
30,433
+2,836
SWKS icon
533
Skyworks Solutions
SWKS
$10.5B
$2.4M 0.01%
32,155
-8,185
EXPE icon
534
Expedia Group
EXPE
$27.2B
$2.39M 0.01%
14,198
+7,412
EPI icon
535
WisdomTree India Earnings Fund ETF
EPI
$2.91B
$2.39M 0.01%
50,267
-3,176
ABNB icon
536
Airbnb
ABNB
$73.8B
$2.38M 0.01%
18,011
+1,360
DSI icon
537
iShares MSCI KLD 400 Social ETF
DSI
$4.99B
$2.37M 0.01%
20,423
-88
ASTS icon
538
AST SpaceMobile
ASTS
$18.1B
$2.37M 0.01%
50,640
+10,903
KEYS icon
539
Keysight
KEYS
$31.8B
$2.33M 0.01%
14,199
+3,058
DRI icon
540
Darden Restaurants
DRI
$20.6B
$2.32M 0.01%
10,648
+1,830
JPST icon
541
JPMorgan Ultra-Short Income ETF
JPST
$34B
$2.32M 0.01%
45,693
+5,615
IAGG icon
542
iShares Core International Aggregate Bond Fund
IAGG
$11.2B
$2.31M 0.01%
45,309
+26,655
QTEC icon
543
First Trust NASDAQ-100 Technology Index Fund
QTEC
$2.9B
$2.31M 0.01%
10,870
+633
JKHY icon
544
Jack Henry & Associates
JKHY
$11.9B
$2.31M 0.01%
12,828
+149
SHOP icon
545
Shopify
SHOP
$203B
$2.3M 0.01%
19,909
+835
BDX icon
546
Becton Dickinson
BDX
$50.8B
$2.3M 0.01%
13,330
+5,370
XLU icon
547
Utilities Select Sector SPDR Fund
XLU
$22B
$2.29M 0.01%
28,010
+2,632
AVUS icon
548
Avantis US Equity ETF
AVUS
$9.79B
$2.28M 0.01%
22,608
+10,508
MOS icon
549
The Mosaic Company
MOS
$7.91B
$2.27M 0.01%
62,101
-1,125
ILTB icon
550
iShares Core 10+ Year USD Bond ETF
ILTB
$582M
$2.24M 0.01%
45,423
+28,845
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