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
PATH icon
826
UiPath
PATH
$7.28B
$406K ﹤0.01%
31,737
+483
CHRW icon
827
C.H. Robinson
CHRW
$17.7B
$400K ﹤0.01%
4,164
+1,391
ALLE icon
828
Allegion
ALLE
$14.2B
$398K ﹤0.01%
2,764
+146
EFA icon
829
iShares MSCI EAFE ETF
EFA
$67.5B
$388K ﹤0.01%
4,340
-78
CROX icon
830
Crocs
CROX
$4.08B
$387K ﹤0.01%
3,823
+1,254
SGDJ icon
831
Sprott Junior Gold Miners ETF
SGDJ
$256M
$386K ﹤0.01%
7,766
+1,764
VPL icon
832
Vanguard FTSE Pacific ETF
VPL
$8.11B
$384K ﹤0.01%
+4,673
XES icon
833
State Street SPDR S&P Oil & Gas Equipment & Services ETF
XES
$174M
$382K ﹤0.01%
6,015
+421
EMLC icon
834
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
$3.78B
$374K ﹤0.01%
14,757
+3,794
CFLT icon
835
Confluent
CFLT
$7.73B
$374K ﹤0.01%
+15,002
KBE icon
836
State Street SPDR S&P Bank ETF
KBE
$1.43B
$368K ﹤0.01%
6,608
-486
IAU icon
837
iShares Gold Trust
IAU
$60.7B
$360K ﹤0.01%
+5,778
WSM icon
838
Williams-Sonoma
WSM
$23.8B
$357K ﹤0.01%
2,185
+354
SPDW icon
839
SPDR Portfolio Developed World ex-US ETF
SPDW
$30.3B
$356K ﹤0.01%
8,782
-1,756
TIP icon
840
iShares TIPS Bond ETF
TIP
$13.8B
$355K ﹤0.01%
3,222
+819
FITE icon
841
State Street SPDR S&P Kensho Future Security ETF
FITE
$89.3M
$354K ﹤0.01%
4,661
+794
BJ icon
842
BJs Wholesale Club
BJ
$11.8B
$353K ﹤0.01%
3,273
-61
FLBR icon
843
Franklin FTSE Brazil ETF
FLBR
$233M
$352K ﹤0.01%
19,611
+9,296
MOO icon
844
VanEck Agribusiness ETF
MOO
$581M
$352K ﹤0.01%
+4,780
POOL icon
845
Pool Corp
POOL
$9.35B
$351K ﹤0.01%
1,205
-13,372
JNPR
846
DELISTED
Juniper Networks
JNPR
$348K ﹤0.01%
8,713
-1,069
FLGB icon
847
Franklin FTSE United Kingdom ETF
FLGB
$855M
$347K ﹤0.01%
11,345
+1,332
ENB icon
848
Enbridge
ENB
$101B
$342K ﹤0.01%
7,546
-142
CCJ icon
849
Cameco
CCJ
$38.1B
$341K ﹤0.01%
+4,588
IWD icon
850
iShares Russell 1000 Value ETF
IWD
$64.4B
$338K ﹤0.01%
1,742
+101
32 33
34
35 36