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
PRF icon
576
Invesco FTSE RAFI US 1000 ETF
PRF
$8.66B
$1.95M 0.01%
46,172
-6,815
LDOS icon
577
Leidos
LDOS
$24.9B
$1.94M 0.01%
12,273
+1,916
WAT icon
578
Waters Corp
WAT
$22.1B
$1.94M 0.01%
5,547
+1,610
PINS icon
579
Pinterest
PINS
$17.8B
$1.93M 0.01%
53,851
-7,199
REG icon
580
Regency Centers
REG
$12.6B
$1.93M 0.01%
27,081
+226
RJF icon
581
Raymond James Financial
RJF
$31.9B
$1.92M 0.01%
12,540
+3,991
APA icon
582
APA Corp
APA
$8.42B
$1.92M ﹤0.01%
104,858
+612
LH icon
583
Labcorp
LH
$20.4B
$1.9M ﹤0.01%
7,250
+685
AVB icon
584
AvalonBay Communities
AVB
$25B
$1.9M ﹤0.01%
9,341
+229
IEUR icon
585
iShares Core MSCI Europe ETF
IEUR
$6.74B
$1.9M ﹤0.01%
28,692
+5,018
PULS icon
586
PGIM Ultra Short Bond ETF
PULS
$12.5B
$1.89M ﹤0.01%
38,071
-14,262
MKL icon
587
Markel Group
MKL
$25.3B
$1.86M ﹤0.01%
932
VIGI icon
588
Vanguard International Dividend Appreciation ETF
VIGI
$8.48B
$1.86M ﹤0.01%
20,603
+3,336
PKG icon
589
Packaging Corp of America
PKG
$17.8B
$1.81M ﹤0.01%
9,624
-1,709
GNR icon
590
SPDR S&P Global Natural Resources ETF
GNR
$3.34B
$1.81M ﹤0.01%
33,422
-9,478
VEEV icon
591
Veeva Systems
VEEV
$47.7B
$1.78M ﹤0.01%
6,191
-515
ACWI icon
592
iShares MSCI ACWI ETF
ACWI
$23.1B
$1.76M ﹤0.01%
13,714
+455
AVY icon
593
Avery Dennison
AVY
$13.3B
$1.76M ﹤0.01%
10,015
-4,864
VEGN icon
594
US Vegan Climate ETF
VEGN
$130M
$1.74M ﹤0.01%
31,029
-2,916
VOE icon
595
Vanguard Mid-Cap Value ETF
VOE
$19B
$1.73M ﹤0.01%
10,497
-2,071
EIX icon
596
Edison International
EIX
$21.8B
$1.71M ﹤0.01%
33,153
+14,756
BRO icon
597
Brown & Brown
BRO
$26.1B
$1.71M ﹤0.01%
15,389
+2,200
CINF icon
598
Cincinnati Financial
CINF
$25.2B
$1.69M ﹤0.01%
11,356
+38
IWR icon
599
iShares Russell Mid-Cap ETF
IWR
$44.4B
$1.67M ﹤0.01%
18,134
-3,933
DVA icon
600
DaVita
DVA
$8.58B
$1.65M ﹤0.01%
11,564
-137
22 23
24
25 26