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
BLDR icon
901
Builders FirstSource
BLDR
$11.5B
$253K ﹤0.01%
+2,171
XHE icon
902
State Street SPDR S&P Health Care Equipment ETF
XHE
$156M
$253K ﹤0.01%
3,113
+209
GLDM icon
903
SPDR Gold MiniShares Trust
GLDM
$25.4B
$251K ﹤0.01%
+3,837
SWK icon
904
Stanley Black & Decker
SWK
$11.7B
$251K ﹤0.01%
3,707
-6,477
BETZ icon
905
Roundhill Sports Betting & iGaming ETF
BETZ
$66.1M
$249K ﹤0.01%
+10,505
JOBY icon
906
Joby Aviation
JOBY
$12.3B
$249K ﹤0.01%
23,615
-31,997
UPST icon
907
Upstart Holdings
UPST
$4.53B
$247K ﹤0.01%
+3,821
EQH icon
908
Equitable Holdings
EQH
$13.9B
$247K ﹤0.01%
4,405
-104
SPYG icon
909
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$45.7B
$246K ﹤0.01%
+2,582
UTHR icon
910
United Therapeutics
UTHR
$21.8B
$245K ﹤0.01%
853
-6
WOOD icon
911
iShares Global Timber & Forestry ETF
WOOD
$233M
$243K ﹤0.01%
3,313
+365
NDSN icon
912
Nordson
NDSN
$13.6B
$243K ﹤0.01%
+1,132
PARA
913
DELISTED
Paramount Global Class B
PARA
$242K ﹤0.01%
18,745
+2,080
QUBT icon
914
Quantum Computing Inc
QUBT
$2.37B
$242K ﹤0.01%
+12,600
SW
915
Smurfit Westrock
SW
$20.2B
$241K ﹤0.01%
+5,596
AWR icon
916
American States Water
AWR
$2.83B
$239K ﹤0.01%
3,115
+190
EFAV icon
917
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.2B
$236K ﹤0.01%
+2,809
IAK icon
918
iShares US Insurance ETF
IAK
$500M
$236K ﹤0.01%
1,754
+126
FIW icon
919
First Trust Water ETF
FIW
$1.93B
$235K ﹤0.01%
2,179
-117
AMC icon
920
AMC Entertainment Holdings
AMC
$836M
$235K ﹤0.01%
75,692
+300
DTM icon
921
DT Midstream
DTM
$12.2B
$235K ﹤0.01%
2,134
-44
LII icon
922
Lennox International
LII
$17.5B
$234K ﹤0.01%
409
+52
HEFA icon
923
iShares Currency Hedged MSCI EAFE ETF
HEFA
$6.68B
$233K ﹤0.01%
6,146
-742
EWC icon
924
iShares MSCI Canada ETF
EWC
$3.83B
$230K ﹤0.01%
+4,989
SPYM
925
State Street SPDR Portfolio S&P 500 ETF
SPYM
$96.5B
$230K ﹤0.01%
+3,167
35 36
37
38 39