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
SOUN icon
901
SoundHound AI
SOUN
$4.84B
$299K ﹤0.01%
+18,586
ITB icon
902
iShares US Home Construction ETF
ITB
$2.66B
$298K ﹤0.01%
+2,776
MANH icon
903
Manhattan Associates
MANH
$10.6B
$297K ﹤0.01%
1,449
-151
CACI icon
904
CACI
CACI
$13.5B
$296K ﹤0.01%
594
+13
HYMB icon
905
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$2.82B
$293K ﹤0.01%
11,757
-6,477
ECH icon
906
iShares MSCI Chile ETF
ECH
$1.04B
$292K ﹤0.01%
8,868
+57
KRBN icon
907
KraneShares Global Carbon Strategy ETF
KRBN
$169M
$292K ﹤0.01%
9,010
-347
CPT icon
908
Camden Property Trust
CPT
$11.3B
$290K ﹤0.01%
2,719
+136
UPST icon
909
Upstart Holdings
UPST
$4.31B
$290K ﹤0.01%
5,703
+1,882
EFAV icon
910
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.15B
$290K ﹤0.01%
3,413
+604
BLCN icon
911
Siren ETF Trust Siren Nasdaq NexGen Economy ETF
BLCN
$40.2M
$288K ﹤0.01%
10,401
-633
VEGI icon
912
iShares MSCI Agriculture Producers ETF
VEGI
$86.2M
$285K ﹤0.01%
7,254
+824
WOOD icon
913
iShares Global Timber & Forestry ETF
WOOD
$226M
$284K ﹤0.01%
3,866
+553
DKNG icon
914
DraftKings
DKNG
$16.9B
$284K ﹤0.01%
7,586
-44
EWS icon
915
iShares MSCI Singapore ETF
EWS
$826M
$283K ﹤0.01%
9,992
-714
WYNN icon
916
Wynn Resorts
WYNN
$13.8B
$282K ﹤0.01%
+2,198
FIW icon
917
First Trust Water ETF
FIW
$1.94B
$279K ﹤0.01%
2,480
+301
SCZ icon
918
iShares MSCI EAFE Small-Cap ETF
SCZ
$12.4B
$278K ﹤0.01%
3,624
+120
HEFA icon
919
iShares Currency Hedged MSCI EAFE ETF
HEFA
$6.56B
$278K ﹤0.01%
7,008
+862
NDSN icon
920
Nordson
NDSN
$13.2B
$276K ﹤0.01%
1,217
+85
SOLV icon
921
Solventum
SOLV
$14.8B
$276K ﹤0.01%
3,781
+307
IPO icon
922
Renaissance IPO ETF
IPO
$143M
$276K ﹤0.01%
5,560
-291
DAX icon
923
Global X DAX Germany ETF
DAX
$263M
$275K ﹤0.01%
6,151
-526
UUUU icon
924
Energy Fuels
UUUU
$3.34B
$275K ﹤0.01%
+17,906
AES icon
925
AES
AES
$9.96B
$275K ﹤0.01%
20,877
+2,353
35 36
37
38 39