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
BKLN icon
551
Invesco Senior Loan ETF
BKLN
$6.36B
$2.43M 0.01%
116,215
+9,353
PODD icon
552
Insulet
PODD
$21.9B
$2.43M 0.01%
7,878
+116
WMG icon
553
Warner Music
WMG
$14.6B
$2.42M 0.01%
+70,997
NWSA icon
554
News Corp Class A
NWSA
$14.2B
$2.42M 0.01%
78,662
+11,669
PAYX icon
555
Paychex
PAYX
$39.8B
$2.41M 0.01%
19,041
+20
Z icon
556
Zillow
Z
$17.5B
$2.4M 0.01%
31,169
-322
VSGX icon
557
Vanguard ESG International Stock ETF
VSGX
$5.36B
$2.4M 0.01%
34,550
+3,242
XLP icon
558
State Street Consumer Staples Select Sector SPDR ETF
XLP
$15.1B
$2.39M 0.01%
30,543
-204
EIX icon
559
Edison International
EIX
$22.4B
$2.39M 0.01%
43,294
+10,141
LEN.B icon
560
Lennar Class B
LEN.B
$29.8B
$2.39M 0.01%
19,881
-23,158
PPG icon
561
PPG Industries
PPG
$22.3B
$2.32M 0.01%
22,075
-832
PKG icon
562
Packaging Corp of America
PKG
$17.5B
$2.31M 0.01%
10,622
+998
EW icon
563
Edwards Lifesciences
EW
$48.8B
$2.31M 0.01%
29,662
+2,083
VTRS icon
564
Viatris
VTRS
$12.4B
$2.29M 0.01%
230,905
-150,342
KVUE icon
565
Kenvue
KVUE
$32.5B
$2.29M 0.01%
140,845
-22,008
SWKS icon
566
Skyworks Solutions
SWKS
$10B
$2.25M 0.01%
29,288
-2,867
DPZ icon
567
Domino's
DPZ
$14.3B
$2.2M 0.01%
5,100
-318
GNR icon
568
SPDR S&P Global Natural Resources ETF
GNR
$3.64B
$2.2M 0.01%
37,091
+3,669
NVR icon
569
NVR
NVR
$20.8B
$2.19M 0.01%
273
-4
MOAT icon
570
VanEck Morningstar Wide Moat ETF
MOAT
$12.8B
$2.19M 0.01%
22,077
-4,768
ILTB icon
571
iShares Core 10+ Year USD Bond ETF
ILTB
$591M
$2.16M 0.01%
42,719
-2,704
PULS icon
572
PGIM Ultra Short Bond ETF
PULS
$13.1B
$2.15M 0.01%
43,193
+5,122
MOS icon
573
The Mosaic Company
MOS
$7.69B
$2.14M 0.01%
61,804
-297
LH icon
574
Labcorp
LH
$21.9B
$2.13M 0.01%
7,417
+167
EFX icon
575
Equifax
EFX
$25.7B
$2.12M 0.01%
8,263
+305
21 22
23
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