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
MOO icon
876
VanEck Agribusiness ETF
MOO
$582M
$355K ﹤0.01%
4,839
+59
SPLV icon
877
Invesco S&P 500 Low Volatility ETF
SPLV
$7.54B
$347K ﹤0.01%
4,725
+747
KOMP icon
878
State Street SPDR S&P Kensho New Economies Composite ETF
KOMP
$2.41B
$347K ﹤0.01%
5,569
+103
ALB icon
879
Albemarle
ALB
$15.1B
$344K ﹤0.01%
4,239
+884
CROX icon
880
Crocs
CROX
$4.5B
$343K ﹤0.01%
4,100
+277
IFGL icon
881
iShares International Developed Real Estate ETF
IFGL
$84.9M
$342K ﹤0.01%
14,839
+784
FTSL icon
882
First Trust Senior Loan Fund ETF
FTSL
$2.34B
$337K ﹤0.01%
7,360
-3,845
VKTX icon
883
Viking Therapeutics
VKTX
$3.91B
$336K ﹤0.01%
12,802
+2,754
EWX icon
884
SPDR S&P Emerging Markets Small Cap ETF
EWX
$742M
$332K ﹤0.01%
4,939
+595
BBAI icon
885
BigBear.ai
BBAI
$2.64B
$332K ﹤0.01%
50,913
+35,057
ECNS icon
886
iShares MSCI China Small-Cap ETF
ECNS
$103M
$331K ﹤0.01%
8,394
+1,820
UTHR icon
887
United Therapeutics
UTHR
$20.7B
$331K ﹤0.01%
789
-64
CFLT icon
888
Confluent
CFLT
$7.65B
$328K ﹤0.01%
16,588
+1,586
LMND icon
889
Lemonade
LMND
$5.63B
$328K ﹤0.01%
+6,125
LW icon
890
Lamb Weston
LW
$8.29B
$324K ﹤0.01%
5,577
+349
PFFD icon
891
Global X US Preferred ETF
PFFD
$2.23B
$316K ﹤0.01%
16,249
+2,565
HERO icon
892
Global X Video Games & Esports ETF
HERO
$125M
$315K ﹤0.01%
9,310
-1,019
BJ icon
893
BJs Wholesale Club
BJ
$11.6B
$313K ﹤0.01%
3,356
+83
SMR icon
894
NuScale Power
SMR
$5.11B
$308K ﹤0.01%
+8,555
BLDR icon
895
Builders FirstSource
BLDR
$12.5B
$308K ﹤0.01%
2,540
+369
NLY icon
896
Annaly Capital Management
NLY
$15.6B
$307K ﹤0.01%
15,199
-484
SWK icon
897
Stanley Black & Decker
SWK
$10.9B
$306K ﹤0.01%
4,113
+406
EIRL icon
898
iShares MSCI Ireland ETF
EIRL
$65.9M
$306K ﹤0.01%
4,530
+447
SW
899
Smurfit Westrock
SW
$18.6B
$302K ﹤0.01%
7,094
+1,498
TAN icon
900
Invesco Solar ETF
TAN
$946M
$301K ﹤0.01%
6,902
-1,252
34 35
36
37 38