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
SPOT icon
701
Spotify
SPOT
$119B
$948K ﹤0.01%
1,358
-43
NUBD icon
702
Nuveen ESG US Aggregate Bond ETF
NUBD
$448M
$939K ﹤0.01%
41,822
-321
RDDT icon
703
Reddit
RDDT
$42.3B
$935K ﹤0.01%
4,067
+2,020
DFAU icon
704
Dimensional US Core Equity Market ETF
DFAU
$10.2B
$926K ﹤0.01%
20,233
-767
ISTB icon
705
iShares Core 1-5 Year USD Bond ETF
ISTB
$4.67B
$921K ﹤0.01%
18,856
-7,852
FNDA icon
706
Schwab Fundamental US Small Company Index ETF
FNDA
$8.96B
$920K ﹤0.01%
29,527
+4,406
CRH icon
707
CRH
CRH
$80.1B
$917K ﹤0.01%
7,649
+968
ZBH icon
708
Zimmer Biomet
ZBH
$18.8B
$913K ﹤0.01%
9,270
+4,393
CPRI icon
709
Capri Holdings
CPRI
$3B
$909K ﹤0.01%
45,637
-1,380
VCR icon
710
Vanguard Consumer Discretionary ETF
VCR
$6.32B
$906K ﹤0.01%
2,287
-45
GEN icon
711
Gen Digital
GEN
$16.2B
$904K ﹤0.01%
31,837
+1,515
HEI icon
712
HEICO Corp
HEI
$43.1B
$901K ﹤0.01%
2,792
+78
HRB icon
713
H&R Block
HRB
$5.34B
$900K ﹤0.01%
17,795
-330
FNDE icon
714
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$8.11B
$899K ﹤0.01%
24,868
+5,556
SPYM
715
State Street SPDR Portfolio S&P 500 ETF
SPYM
$96.7B
$895K ﹤0.01%
11,420
+8,253
BBH icon
716
VanEck Biotech ETF
BBH
$384M
$893K ﹤0.01%
5,391
-554
SPYG icon
717
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$45.3B
$893K ﹤0.01%
8,540
+5,958
APLD icon
718
Applied Digital
APLD
$7.86B
$887K ﹤0.01%
38,678
+26,422
POWR
719
iShares U.S. Power Infrastructure ETF
POWR
$78M
$884K ﹤0.01%
35,235
-2,077
RIOT icon
720
Riot Platforms
RIOT
$5.76B
$882K ﹤0.01%
46,360
-18,716
OKLO
721
Oklo
OKLO
$13.6B
$878K ﹤0.01%
+7,864
LUV icon
722
Southwest Airlines
LUV
$18B
$866K ﹤0.01%
27,136
+632
OKTA icon
723
Okta
OKTA
$14.2B
$863K ﹤0.01%
9,416
+938
PVH icon
724
PVH
PVH
$4.1B
$854K ﹤0.01%
10,199
-226
TWLO icon
725
Twilio
TWLO
$19.3B
$843K ﹤0.01%
8,426
-124
27 28
29
30 31