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
HERO icon
851
Global X Video Games & Esports ETF
HERO
$160M
$338K ﹤0.01%
10,329
+1,885
SFM icon
852
Sprouts Farmers Market
SFM
$7.58B
$332K ﹤0.01%
2,019
+52
OBDC icon
853
Blue Owl Capital
OBDC
$6.2B
$328K ﹤0.01%
+22,898
DKNG icon
854
DraftKings
DKNG
$14.2B
$327K ﹤0.01%
7,630
+367
IFGL icon
855
iShares International Developed Real Estate ETF
IFGL
$93.3M
$319K ﹤0.01%
14,055
+616
RYLD icon
856
Global X Russell 2000 Covered Call ETF
RYLD
$1.27B
$319K ﹤0.01%
21,412
+8,867
METV icon
857
Roundhill Ball Metaverse ETF
METV
$309M
$318K ﹤0.01%
18,683
-1,835
MANH icon
858
Manhattan Associates
MANH
$10.6B
$316K ﹤0.01%
1,600
+127
CAVA icon
859
CAVA Group
CAVA
$5.44B
$310K ﹤0.01%
+3,685
DOCU icon
860
DocuSign
DOCU
$13.9B
$310K ﹤0.01%
3,983
+297
RDDT icon
861
Reddit
RDDT
$33.5B
$308K ﹤0.01%
+2,047
XSOE icon
862
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$2.09B
$305K ﹤0.01%
8,851
+915
EWT icon
863
iShares MSCI Taiwan ETF
EWT
$6.66B
$301K ﹤0.01%
+5,238
DAX icon
864
Global X DAX Germany ETF
DAX
$297M
$300K ﹤0.01%
+6,677
HII icon
865
Huntington Ingalls Industries
HII
$11.9B
$299K ﹤0.01%
1,237
+58
KOMP icon
866
State Street SPDR S&P Kensho New Economies Composite ETF
KOMP
$2.51B
$297K ﹤0.01%
5,466
+968
NLY icon
867
Annaly Capital Management
NLY
$14.9B
$295K ﹤0.01%
15,683
-13,650
AAL icon
868
American Airlines Group
AAL
$8.66B
$295K ﹤0.01%
26,291
+2,518
CRSP icon
869
CRISPR Therapeutics
CRSP
$4.89B
$292K ﹤0.01%
+6,003
CPT icon
870
Camden Property Trust
CPT
$10.8B
$291K ﹤0.01%
2,583
+69
EXE
871
Expand Energy Corp
EXE
$26.1B
$290K ﹤0.01%
+2,479
SPLV icon
872
Invesco S&P 500 Low Volatility ETF
SPLV
$7.65B
$290K ﹤0.01%
3,978
+107
SJM icon
873
J.M. Smucker
SJM
$11.3B
$289K ﹤0.01%
2,942
-2,338
VOOG icon
874
Vanguard S&P 500 Growth ETF
VOOG
$20.3B
$287K ﹤0.01%
+725
BUZZ icon
875
VanEck Social Sentiment ETF
BUZZ
$105M
$286K ﹤0.01%
9,452
-2,296
33 34
35
36 37