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
ACHR icon
926
Archer Aviation
ACHR
$5.65B
$228K ﹤0.01%
+20,968
RITM icon
927
Rithm Capital
RITM
$6.13B
$226K ﹤0.01%
20,001
+1,466
COLB icon
928
Columbia Banking Systems
COLB
$8.55B
$223K ﹤0.01%
9,540
+11
FTCS icon
929
First Trust Capital Strength ETF
FTCS
$8.15B
$221K ﹤0.01%
+2,430
EEMV icon
930
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$3.78B
$216K ﹤0.01%
+3,440
MODG icon
931
Topgolf Callaway Brands
MODG
$2.16B
$215K ﹤0.01%
26,760
+4,679
CAKE icon
932
Cheesecake Factory
CAKE
$2.62B
$215K ﹤0.01%
+3,428
ALB icon
933
Albemarle
ALB
$17.7B
$210K ﹤0.01%
3,355
+272
BN icon
934
Brookfield
BN
$105B
$210K ﹤0.01%
+5,094
CIEN icon
935
Ciena
CIEN
$33.7B
$208K ﹤0.01%
+2,559
ECNS icon
936
iShares MSCI China Small-Cap ETF
ECNS
$95.3M
$208K ﹤0.01%
+6,574
QBTS icon
937
D-Wave Quantum
QBTS
$9.34B
$205K ﹤0.01%
+13,969
EWBC icon
938
East-West Bancorp
EWBC
$16B
$203K ﹤0.01%
+2,009
AES icon
939
AES
AES
$10B
$195K ﹤0.01%
18,524
+2,516
FUBO icon
940
FuboTV Inc
FUBO
$908M
$191K ﹤0.01%
49,595
-1,137
YOLO icon
941
AdvisorShares Pure Cannabis ETF
YOLO
$41M
$189K ﹤0.01%
99,979
+52,498
AMCR icon
942
Amcor
AMCR
$19.2B
$171K ﹤0.01%
18,635
+2,748
QS icon
943
QuantumScape Corp
QS
$6.37B
$147K ﹤0.01%
21,844
+2,495
PLUG icon
944
Plug Power
PLUG
$2.74B
$132K ﹤0.01%
88,461
-18,651
PSEC icon
945
Prospect Capital
PSEC
$1.18B
$124K ﹤0.01%
38,988
+22,099
APLD icon
946
Applied Digital
APLD
$6.93B
$123K ﹤0.01%
+12,256
RUN icon
947
Sunrun
RUN
$4.75B
$122K ﹤0.01%
14,909
-5,123
JBLU icon
948
JetBlue
JBLU
$1.71B
$121K ﹤0.01%
+28,570
PTON icon
949
Peloton Interactive
PTON
$2.62B
$119K ﹤0.01%
17,157
-1,306
PACB icon
950
Pacific Biosciences
PACB
$516M
$111K ﹤0.01%
89,818
+242
36 37
38
39 40