Wealthfront Advisers

Wealthfront Advisers Portfolio holdings

AUM $38.8B
1-Year Est. Return 14.38%
This Quarter Est. Return
1 Year Est. Return
+14.38%
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
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
LLY icon
51
Eli Lilly
LLY
$735B
$82.4M 0.21%
105,712
-5,557
PLTR icon
52
Palantir
PLTR
$423B
$74.3M 0.19%
544,835
+39,319
SHY icon
53
iShares 1-3 Year Treasury Bond ETF
SHY
$24.2B
$72.8M 0.19%
878,644
-241,422
GBIL icon
54
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$6.27B
$71.3M 0.18%
711,864
-72,213
SUSC icon
55
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.27B
$70.6M 0.18%
3,040,474
+426,721
V icon
56
Visa
V
$651B
$68.8M 0.18%
193,822
+9,740
COST icon
57
Costco
COST
$410B
$61.3M 0.16%
61,908
+2,673
MA icon
58
Mastercard
MA
$497B
$57.2M 0.15%
101,850
+4,624
WMT icon
59
Walmart
WMT
$849B
$54.4M 0.14%
556,694
+41,313
ONEQ icon
60
Fidelity Nasdaq Composite Index ETF
ONEQ
$8.92B
$52.2M 0.13%
651,222
-53,810
SGOV icon
61
iShares 0-3 Month Treasury Bond ETF
SGOV
$57.6B
$47.8M 0.12%
474,431
+202,620
NUDM icon
62
Nuveen ESG International Developed Markets Equity ETF
NUDM
$619M
$47.7M 0.12%
1,344,361
+16,651
XOM icon
63
Exxon Mobil
XOM
$472B
$47M 0.12%
436,231
-35,856
USHY icon
64
iShares Broad USD High Yield Corporate Bond ETF
USHY
$25.4B
$46M 0.12%
1,225,670
-57,558
JNJ icon
65
Johnson & Johnson
JNJ
$463B
$43.8M 0.11%
286,462
+34,394
BAC icon
66
Bank of America
BAC
$374B
$43M 0.11%
908,003
+58,134
ORCL icon
67
Oracle
ORCL
$892B
$42.7M 0.11%
195,453
+12,237
VUG icon
68
Vanguard Growth ETF
VUG
$194B
$42.7M 0.11%
97,415
+6,325
HYLB icon
69
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.85B
$42.3M 0.11%
1,146,590
+82,267
IBIT icon
70
iShares Bitcoin Trust
IBIT
$82.8B
$41.1M 0.11%
671,585
-36,423
HD icon
71
Home Depot
HD
$386B
$39.9M 0.1%
108,811
-905
IWB icon
72
iShares Russell 1000 ETF
IWB
$44.5B
$39.5M 0.1%
116,441
-10,169
GE icon
73
GE Aerospace
GE
$318B
$39.1M 0.1%
151,836
-2,554
T icon
74
AT&T
T
$187B
$38.9M 0.1%
1,344,583
+34,925
PM icon
75
Philip Morris
PM
$243B
$38.3M 0.1%
210,530
+15,226
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3
4 5