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
EWC icon
926
iShares MSCI Canada ETF
EWC
$3.46B
$267K ﹤0.01%
5,288
+299
RITM icon
927
Rithm Capital
RITM
$6.35B
$267K ﹤0.01%
23,412
+3,411
KGC icon
928
Kinross Gold
KGC
$34.2B
$266K ﹤0.01%
+10,698
EXAS icon
929
Exact Sciences
EXAS
$19.2B
$259K ﹤0.01%
4,739
-266
JETS icon
930
US Global Jets ETF
JETS
$718M
$258K ﹤0.01%
+10,463
DRIV icon
931
Global X Autonomous & Electric Vehicles ETF
DRIV
$328M
$258K ﹤0.01%
+9,108
IVE icon
932
iShares S&P 500 Value ETF
IVE
$47.2B
$257K ﹤0.01%
+1,246
LII icon
933
Lennox International
LII
$17.2B
$256K ﹤0.01%
484
+75
RVTY icon
934
Revvity
RVTY
$11.6B
$255K ﹤0.01%
2,909
-2,680
SUSB icon
935
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
$1.04B
$254K ﹤0.01%
+10,018
BN icon
936
Brookfield
BN
$104B
$251K ﹤0.01%
5,489
+395
HAS icon
937
Hasbro
HAS
$11.6B
$251K ﹤0.01%
+3,308
B
938
Barrick Mining
B
$71.4B
$250K ﹤0.01%
+7,631
BUZZ icon
939
VanEck Social Sentiment ETF
BUZZ
$107M
$247K ﹤0.01%
6,857
-2,595
COLB icon
940
Columbia Banking Systems
COLB
$8.4B
$246K ﹤0.01%
9,560
+20
MODG icon
941
Topgolf Callaway Brands
MODG
$2.27B
$243K ﹤0.01%
25,605
-1,155
AIZ icon
942
Assurant
AIZ
$11.3B
$241K ﹤0.01%
+1,113
BETZ icon
943
Roundhill Sports Betting & iGaming ETF
BETZ
$63.7M
$240K ﹤0.01%
10,057
-448
EEMV icon
944
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$3.79B
$238K ﹤0.01%
3,731
+291
AMC icon
945
AMC Entertainment Holdings
AMC
$1.21B
$236K ﹤0.01%
81,455
+5,763
BBCA icon
946
JPMorgan BetaBuilders Canada ETF
BBCA
$9.1B
$236K ﹤0.01%
+2,706
CAKE icon
947
Cheesecake Factory
CAKE
$2.36B
$236K ﹤0.01%
4,313
+885
QUBT icon
948
Quantum Computing Inc
QUBT
$2.45B
$236K ﹤0.01%
12,795
+195
RUN icon
949
Sunrun
RUN
$4.3B
$234K ﹤0.01%
13,549
-1,360
DTM icon
950
DT Midstream
DTM
$12.3B
$234K ﹤0.01%
2,071
-63
36 37
38
39 40