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
RL icon
876
Ralph Lauren
RL
$21.7B
$286K ﹤0.01%
+1,042
BWA icon
877
BorgWarner
BWA
$9.75B
$286K ﹤0.01%
8,531
-4,556
SIXG
878
Defiance Connective Technologies ETF
SIXG
$663M
$280K ﹤0.01%
5,308
+251
TAN icon
879
Invesco Solar ETF
TAN
$995M
$279K ﹤0.01%
8,154
+722
TKO icon
880
TKO Group
TKO
$17.2B
$279K ﹤0.01%
1,531
+1
EWS icon
881
iShares MSCI Singapore ETF
EWS
$781M
$278K ﹤0.01%
+10,706
KRBN icon
882
KraneShares Global Carbon Strategy ETF
KRBN
$182M
$278K ﹤0.01%
9,357
-1,758
ECH icon
883
iShares MSCI Chile ETF
ECH
$1.03B
$277K ﹤0.01%
8,811
-360
CACI icon
884
CACI
CACI
$12B
$277K ﹤0.01%
581
+10
CSL icon
885
Carlisle Companies
CSL
$13.8B
$275K ﹤0.01%
737
-12
EIRL icon
886
iShares MSCI Ireland ETF
EIRL
$66.2M
$274K ﹤0.01%
4,083
+261
LW icon
887
Lamb Weston
LW
$5.85B
$271K ﹤0.01%
5,228
+508
EWX icon
888
SPDR S&P Emerging Markets Small Cap ETF
EWX
$737M
$269K ﹤0.01%
4,344
-567
PZT icon
889
Invesco New York AMT-Free Municipal Bond ETF
PZT
$134M
$267K ﹤0.01%
+12,333
VKTX icon
890
Viking Therapeutics
VKTX
$4.2B
$266K ﹤0.01%
10,048
+1,289
EXAS icon
891
Exact Sciences
EXAS
$19.3B
$266K ﹤0.01%
5,005
-241
HIMS icon
892
Hims & Hers Health
HIMS
$7.76B
$265K ﹤0.01%
+5,311
SOLV icon
893
Solventum
SOLV
$14B
$263K ﹤0.01%
+3,474
IPO icon
894
Renaissance IPO ETF
IPO
$144M
$263K ﹤0.01%
5,851
+27
BG icon
895
Bunge Global
BG
$17.2B
$263K ﹤0.01%
+3,272
VEGI icon
896
iShares MSCI Agriculture Producers ETF
VEGI
$85.3M
$259K ﹤0.01%
6,430
-5,501
PFFD icon
897
Global X US Preferred ETF
PFFD
$2.22B
$258K ﹤0.01%
+13,684
BLCN icon
898
Siren ETF Trust Siren Nasdaq NexGen Economy ETF
BLCN
$37.7M
$257K ﹤0.01%
11,034
-487
EPOL icon
899
iShares MSCI Poland ETF
EPOL
$465M
$256K ﹤0.01%
+7,948
SCZ icon
900
iShares MSCI EAFE Small-Cap ETF
SCZ
$12.8B
$255K ﹤0.01%
+3,504
34 35
36
37 38