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Wealthfront Advisers

Wealthfront Advisers Portfolio holdings

AUM $45.6B
1-Year Est. Return 18.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$44.7B
AUM Growth
+$2.15B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,077
New
Increased
Reduced
Closed

Top Buys

1
+$183M
2
+$156M
3
+$145M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$95.1M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$92.6M

Top Sells

1
+$186M
2
+$39.9M
3
+$37.8M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$31M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$25.8M

Sector Composition

1 Technology 6.2%
2 Financials 2.51%
3 Communication Services 2.05%
4 Consumer Discretionary 1.88%
5 Healthcare 1.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BN icon
951
Brookfield
BN
$95.8B
$271K ﹤0.01%
5,895
+406
AAL icon
952
American Airlines Group
AAL
$11.8B
$270K ﹤0.01%
17,590
-1,468
TECH icon
953
Bio-Techne
TECH
$11.1B
$269K ﹤0.01%
4,572
+728
VMBS icon
954
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.5B
$268K ﹤0.01%
+5,700
COLB icon
955
Columbia Banking Systems
COLB
$9.31B
$267K ﹤0.01%
9,547
-13
EWP icon
956
iShares MSCI Spain ETF
EWP
$1.87B
$266K ﹤0.01%
+4,941
LITE icon
957
Lumentum
LITE
$63.6B
$266K ﹤0.01%
+722
SMR icon
958
NuScale Power
SMR
$3.5B
$264K ﹤0.01%
18,647
+10,092
FIW icon
959
First Trust Water ETF
FIW
$1.85B
$264K ﹤0.01%
2,426
-54
TRI icon
960
Thomson Reuters
TRI
$36.6B
$259K ﹤0.01%
+1,936
ITB icon
961
iShares US Home Construction ETF
ITB
$2.8B
$259K ﹤0.01%
2,689
-87
BLDR icon
962
Builders FirstSource
BLDR
$9.59B
$257K ﹤0.01%
2,500
-40
DAX icon
963
Global X DAX Germany ETF
DAX
$242M
$257K ﹤0.01%
5,634
-517
BE icon
964
Bloom Energy
BE
$71.7B
$255K ﹤0.01%
+2,938
HERO icon
965
Global X Video Games & Esports ETF
HERO
$60.3M
$254K ﹤0.01%
8,536
-774
PSKY
966
Paramount Skydance Corp
PSKY
$10.8B
$253K ﹤0.01%
18,904
-737
SCZ icon
967
iShares MSCI EAFE Small-Cap ETF
SCZ
$14.3B
$252K ﹤0.01%
3,254
-370
PL icon
968
Planet Labs
PL
$9.65B
$251K ﹤0.01%
12,715
+657
BBCA icon
969
JPMorgan BetaBuilders Canada ETF
BBCA
$10.5B
$248K ﹤0.01%
2,668
-38
ALGN icon
970
Align Technology
ALGN
$12.8B
$248K ﹤0.01%
+1,587
DOCN icon
971
DigitalOcean
DOCN
$14.5B
$245K ﹤0.01%
+5,101
SPEM icon
972
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.2B
$245K ﹤0.01%
+5,235
DTM icon
973
DT Midstream
DTM
$15.4B
$244K ﹤0.01%
2,042
-29
EQX icon
974
Equinox Gold
EQX
$7.66B
$244K ﹤0.01%
+17,347
JETS icon
975
US Global Jets ETF
JETS
$1.05B
$243K ﹤0.01%
8,665
-1,798
37 38
39
40 41