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
SJNK icon
51
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$5.27B
$86.2M 0.2%
3,366,784
-113,042
LLY icon
52
Eli Lilly
LLY
$947B
$84.4M 0.2%
110,618
+4,906
SUSC icon
53
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.3B
$78.1M 0.18%
3,313,443
+272,969
GBIL icon
54
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$6.53B
$70.4M 0.17%
702,224
-9,640
SHY icon
55
iShares 1-3 Year Treasury Bond ETF
SHY
$23.7B
$66.8M 0.16%
805,718
-72,926
V icon
56
Visa
V
$638B
$65.5M 0.15%
191,969
-1,853
ORCL icon
57
Oracle
ORCL
$573B
$60M 0.14%
213,450
+17,997
MA icon
58
Mastercard
MA
$488B
$60M 0.14%
105,484
+3,634
WMT icon
59
Walmart
WMT
$889B
$58.9M 0.14%
571,956
+15,262
JNJ icon
60
Johnson & Johnson
JNJ
$495B
$58.2M 0.14%
314,087
+27,625
GLD icon
61
SPDR Gold Trust
GLD
$142B
$58.2M 0.14%
163,591
+40,511
ONEQ icon
62
Fidelity Nasdaq Composite Index ETF
ONEQ
$9.3B
$57.7M 0.14%
647,842
-3,380
COST icon
63
Costco
COST
$404B
$53.7M 0.13%
58,059
-3,849
USHY icon
64
iShares Broad USD High Yield Corporate Bond ETF
USHY
$25.3B
$52M 0.12%
1,376,561
+150,891
NUDM icon
65
Nuveen ESG International Developed Markets Equity ETF
NUDM
$621M
$52M 0.12%
1,381,205
+36,844
SGOV icon
66
iShares 0-3 Month Treasury Bond ETF
SGOV
$64.4B
$50.5M 0.12%
501,698
+27,267
IBIT icon
67
iShares Bitcoin Trust
IBIT
$66.4B
$50.5M 0.12%
777,231
+105,646
VUG icon
68
Vanguard Growth ETF
VUG
$201B
$49.6M 0.12%
103,454
+6,039
XOM icon
69
Exxon Mobil
XOM
$492B
$48.5M 0.11%
430,572
-5,659
HD icon
70
Home Depot
HD
$356B
$48.3M 0.11%
119,136
+10,325
BAC icon
71
Bank of America
BAC
$389B
$47.2M 0.11%
915,619
+7,616
GE icon
72
GE Aerospace
GE
$304B
$46.3M 0.11%
154,003
+2,167
AMD icon
73
Advanced Micro Devices
AMD
$358B
$44.2M 0.1%
273,232
+6,743
IWB icon
74
iShares Russell 1000 ETF
IWB
$45.3B
$41.3M 0.1%
113,071
-3,370
HYLB icon
75
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.99B
$41M 0.1%
1,103,643
-42,947
1 2
3
4 5