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
BBAI icon
951
BigBear.ai
BBAI
$2.48B
$108K ﹤0.01%
+15,856
STLA icon
952
Stellantis
STLA
$31.9B
$101K ﹤0.01%
+10,110
TLRY icon
953
Tilray
TLRY
$1.07B
$91.8K ﹤0.01%
22,148
-909
CHGG icon
954
Chegg
CHGG
$108M
$77.3K ﹤0.01%
63,885
HL icon
955
Hecla Mining
HL
$12.9B
$70.7K ﹤0.01%
+11,802
EOSE icon
956
Eos Energy Enterprises
EOSE
$3.68B
$64.7K ﹤0.01%
+12,635
BB icon
957
BlackBerry
BB
$2.29B
$52.3K ﹤0.01%
11,423
-5,027
CLOV icon
958
Clover Health Investments
CLOV
$1.3B
$50.6K ﹤0.01%
+18,120
OPEN icon
959
Opendoor
OPEN
$5.56B
$42.4K ﹤0.01%
82,274
-6,716
BLNK icon
960
Blink Charging
BLNK
$94M
$33.6K ﹤0.01%
35,759
-3,836
CHPT icon
961
ChargePoint
CHPT
$167M
$16.1K ﹤0.01%
1,144
-283
GPRO icon
962
GoPro
GPRO
$238M
$10.2K ﹤0.01%
13,489
-128
WOLF icon
963
Wolfspeed
WOLF
$448M
$8.17K ﹤0.01%
20,495
+9,905
AVTR icon
964
Avantor
AVTR
$7.79B
– –
-21,347
AGG icon
965
iShares Core US Aggregate Bond ETF
AGG
$135B
– –
-2,231
BMRN icon
966
BioMarin Pharmaceuticals
BMRN
$11.5B
– –
-4,069
CAG icon
967
Conagra Brands
CAG
$8.35B
– –
-259,959
CHKP icon
968
Check Point Software Technologies
CHKP
$20.4B
– –
-961
CNRG icon
969
State Street SPDR S&P Kensho Clean Power ETF
CNRG
$194M
– –
-13,005
CORT icon
970
Corcept Therapeutics
CORT
$8.4B
– –
-2,532
CPB icon
971
Campbell Soup
CPB
$8.39B
– –
-198,870
DFS
972
DELISTED
Discover Financial Services
DFS
– –
-38,467
ENPH icon
973
Enphase Energy
ENPH
$4.34B
– –
-56,064
FLTW icon
974
Franklin FTSE Taiwan ETF
FLTW
$589M
– –
-4,752
B
975
Barrick Mining
B
$74.3B
– –
-14,237
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