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
AWR icon
951
American States Water
AWR
$2.95B
$234K ﹤0.01%
3,189
+74
CSL icon
952
Carlisle Companies
CSL
$15.3B
$233K ﹤0.01%
708
-29
IVW icon
953
iShares S&P 500 Growth ETF
IVW
$67.1B
$232K ﹤0.01%
+1,924
BG icon
954
Bunge Global
BG
$20.8B
$229K ﹤0.01%
2,813
-459
AFK icon
955
VanEck Africa Index ETF
AFK
$124M
$227K ﹤0.01%
+9,321
GEM icon
956
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.27B
$227K ﹤0.01%
+5,565
R icon
957
Ryder
R
$7.83B
$224K ﹤0.01%
+1,185
SCJ icon
958
iShares MSCI Japan Small-Cap ETF
SCJ
$174M
$223K ﹤0.01%
+2,422
DFAS icon
959
Dimensional US Small Cap ETF
DFAS
$12.9B
$221K ﹤0.01%
+3,225
AN icon
960
AutoNation
AN
$7.92B
$221K ﹤0.01%
+1,008
EQH icon
961
Equitable Holdings
EQH
$13.5B
$218K ﹤0.01%
4,295
-110
IDEV icon
962
iShares Core MSCI International Developed Markets ETF
IDEV
$25.4B
$217K ﹤0.01%
+2,708
EXE
963
Expand Energy Corp
EXE
$23.7B
$217K ﹤0.01%
2,039
-440
INVH icon
964
Invitation Homes
INVH
$16.6B
$216K ﹤0.01%
7,351
-13,945
IAK icon
965
iShares US Insurance ETF
IAK
$457M
$216K ﹤0.01%
1,608
-146
DAY icon
966
Dayforce
DAY
$11.1B
$215K ﹤0.01%
+3,124
PAAS icon
967
Pan American Silver
PAAS
$23.2B
$214K ﹤0.01%
+5,533
AAL icon
968
American Airlines Group
AAL
$10.2B
$214K ﹤0.01%
19,058
-7,233
TECH icon
969
Bio-Techne
TECH
$10.7B
$214K ﹤0.01%
+3,844
MTCH icon
970
Match Group
MTCH
$7.44B
$211K ﹤0.01%
+5,978
SFM icon
971
Sprouts Farmers Market
SFM
$7.87B
$211K ﹤0.01%
1,940
-79
GSJY icon
972
Goldman Sachs ActiveBeta Japan Equity ETF
GSJY
$69.2M
$209K ﹤0.01%
+4,637
CRDO icon
973
Credo Technology Group
CRDO
$27.8B
$209K ﹤0.01%
+1,433
ITT icon
974
ITT
ITT
$15.7B
$207K ﹤0.01%
+1,159
EWBC icon
975
East-West Bancorp
EWBC
$15.8B
$207K ﹤0.01%
1,942
-67
37 38
39
40 41