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
WCLD icon
576
WisdomTree Cloud Computing Fund
WCLD
$255M
$2.12M 0.01%
60,221
-1,671
CINF icon
577
Cincinnati Financial
CINF
$25.3B
$2.11M 0.01%
13,352
+1,996
PRF icon
578
Invesco FTSE RAFI US 1000 ETF
PRF
$8.87B
$2.11M ﹤0.01%
46,613
+441
VOE icon
579
Vanguard Mid-Cap Value ETF
VOE
$21.1B
$2.1M ﹤0.01%
12,056
+1,559
PAVE icon
580
Global X US Infrastructure Development ETF
PAVE
$11B
$2.09M ﹤0.01%
43,958
+7,681
LIT icon
581
Global X Lithium & Battery Tech ETF
LIT
$1.59B
$2.09M ﹤0.01%
36,681
-2,827
VIGI icon
582
Vanguard International Dividend Appreciation ETF
VIGI
$9.26B
$2.06M ﹤0.01%
22,949
+2,346
XOP icon
583
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$1.89B
$2.05M ﹤0.01%
15,505
-1,039
IWP icon
584
iShares Russell Mid-Cap Growth ETF
IWP
$21.1B
$2.05M ﹤0.01%
14,372
+181
ABNB icon
585
Airbnb
ABNB
$79.2B
$2.04M ﹤0.01%
16,839
-1,172
FSLR icon
586
First Solar
FSLR
$26.2B
$2.04M ﹤0.01%
9,249
+662
GDXJ icon
587
VanEck Junior Gold Miners ETF
GDXJ
$10.5B
$2.01M ﹤0.01%
20,327
+4,759
IVZ icon
588
Invesco
IVZ
$13.1B
$1.97M ﹤0.01%
85,723
+474
OMC icon
589
Omnicom Group
OMC
$25.1B
$1.94M ﹤0.01%
23,810
+4,323
M icon
590
Macy's
M
$5.78B
$1.94M ﹤0.01%
108,097
-2,357
VEGN icon
591
US Vegan Climate ETF
VEGN
$139M
$1.93M ﹤0.01%
32,539
+1,510
IQLT icon
592
iShares MSCI Intl Quality Factor ETF
IQLT
$14.1B
$1.92M ﹤0.01%
43,527
+13,296
REG icon
593
Regency Centers
REG
$13.1B
$1.92M ﹤0.01%
26,366
-715
VCLT icon
594
Vanguard Long-Term Corporate Bond ETF
VCLT
$7.64B
$1.89M ﹤0.01%
24,370
+6,494
FDS icon
595
Factset
FDS
$10.7B
$1.89M ﹤0.01%
6,596
+3,634
PICK icon
596
iShares MSCI Global Metals & Mining Producers ETF
PICK
$1.46B
$1.89M ﹤0.01%
42,461
-943
VYM icon
597
Vanguard High Dividend Yield ETF
VYM
$71.5B
$1.86M ﹤0.01%
13,222
+1,765
ACWI icon
598
iShares MSCI ACWI ETF
ACWI
$25.9B
$1.85M ﹤0.01%
13,372
-342
BBWI icon
599
Bath & Body Works
BBWI
$4.76B
$1.84M ﹤0.01%
71,448
-2,579
VEEV icon
600
Veeva Systems
VEEV
$36.5B
$1.84M ﹤0.01%
6,172
-19
22 23
24
25 26