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
BBJP icon
676
JPMorgan BetaBuilders Japan ETF
BBJP
$14.7B
$1.13M ﹤0.01%
16,973
+376
ZM icon
677
Zoom
ZM
$25.2B
$1.12M ﹤0.01%
13,631
+2,130
XYLD icon
678
Global X S&P 500 Covered Call ETF
XYLD
$3.04B
$1.12M ﹤0.01%
28,475
-1,303
NACP icon
679
Impact Shares NAACP Minority Empowerment ETF
NACP
$57.9M
$1.11M ﹤0.01%
23,240
-1,861
SDIV icon
680
Global X SuperDividend ETF
SDIV
$1.03B
$1.11M ﹤0.01%
46,138
-8,595
TYL icon
681
Tyler Technologies
TYL
$20B
$1.1M ﹤0.01%
2,109
-275
KRMA icon
682
Global X Conscious Companies ETF
KRMA
$168M
$1.09M ﹤0.01%
25,314
+5,163
IWM icon
683
iShares Russell 2000 ETF
IWM
$71.3B
$1.09M ﹤0.01%
4,509
+206
BRO icon
684
Brown & Brown
BRO
$27.7B
$1.09M ﹤0.01%
11,605
-3,784
CMA icon
685
Comerica
CMA
$10.3B
$1.08M ﹤0.01%
15,814
-429
CDW icon
686
CDW
CDW
$18.6B
$1.08M ﹤0.01%
6,784
-1,473
LULU icon
687
lululemon athletica
LULU
$21.6B
$1.06M ﹤0.01%
5,977
+3,710
WY icon
688
Weyerhaeuser
WY
$15.9B
$1.05M ﹤0.01%
42,513
-14,910
EFG icon
689
iShares MSCI EAFE Growth ETF
EFG
$9.38B
$1.04M ﹤0.01%
9,144
+370
FALN icon
690
iShares Fallen Angels USD Bond ETF
FALN
$1.77B
$1.04M ﹤0.01%
37,441
+6,322
HIMS icon
691
Hims & Hers Health
HIMS
$8.54B
$1.03M ﹤0.01%
18,134
+12,823
ARCC icon
692
Ares Capital
ARCC
$14.7B
$1.03M ﹤0.01%
50,318
+1,887
XLC icon
693
The Communication Services Select Sector SPDR Fund
XLC
$26.1B
$1.03M ﹤0.01%
8,673
+932
EBND icon
694
SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.21B
$1.02M ﹤0.01%
47,909
+2,306
BALL icon
695
Ball Corp
BALL
$13.1B
$1.02M ﹤0.01%
20,176
-77,488
IPG
696
DELISTED
Interpublic Group of Companies
IPG
$1.01M ﹤0.01%
36,299
+1,373
MARA icon
697
Marathon Digital Holdings
MARA
$4.36B
$991K ﹤0.01%
54,254
+2,864
NOV icon
698
NOV
NOV
$5.63B
$984K ﹤0.01%
74,233
-4,132
XT icon
699
iShares Future Exponential Technologies ETF
XT
$3.65B
$975K ﹤0.01%
13,554
+2,387
DIVO icon
700
Amplify CWP Enhanced Dividend Income ETF
DIVO
$5.6B
$971K ﹤0.01%
21,781
+3,364
26 27
28
29 30