Wealthfront Advisers

Wealthfront Advisers Portfolio holdings

AUM $38.8B
1-Year Est. Return 14.38%
This Quarter Est. Return
1 Year Est. Return
+14.38%
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
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
IBM icon
76
IBM
IBM
$257B
$38.1M 0.1%
129,255
+7,226
AMD icon
77
Advanced Micro Devices
AMD
$381B
$37.8M 0.1%
266,489
+2,693
VTIP icon
78
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$15.8B
$37.5M 0.1%
746,544
+28,428
GLD icon
79
SPDR Gold Trust
GLD
$138B
$37.5M 0.1%
123,080
+14,154
PG icon
80
Procter & Gamble
PG
$350B
$34.7M 0.09%
217,747
-8,827
GS icon
81
Goldman Sachs
GS
$234B
$33.9M 0.09%
47,901
+3,570
GBTC icon
82
Grayscale Bitcoin Trust
GBTC
$43.3B
$33.7M 0.09%
396,907
-25,728
INTU icon
83
Intuit
INTU
$180B
$33.5M 0.09%
42,502
-724
WFC icon
84
Wells Fargo
WFC
$269B
$33.3M 0.09%
415,503
+34,017
NOW icon
85
ServiceNow
NOW
$186B
$31M 0.08%
30,138
+3,779
ABBV icon
86
AbbVie
ABBV
$401B
$29.8M 0.08%
160,555
-268
UBER icon
87
Uber
UBER
$193B
$28.6M 0.07%
306,330
+25,709
KO icon
88
Coca-Cola
KO
$291B
$27.9M 0.07%
394,485
+31,213
GILD icon
89
Gilead Sciences
GILD
$146B
$27.6M 0.07%
248,854
+34,942
BIV icon
90
Vanguard Intermediate-Term Bond ETF
BIV
$25.3B
$27.5M 0.07%
355,667
-63,280
XLK icon
91
Technology Select Sector SPDR Fund
XLK
$93.5B
$27.4M 0.07%
108,376
+8,654
CRM icon
92
Salesforce
CRM
$234B
$27.3M 0.07%
100,049
-6,172
NUEM icon
93
Nuveen ESG Emerging Markets Equity ETF
NUEM
$327M
$27.2M 0.07%
818,660
-13,590
AXP icon
94
American Express
AXP
$225B
$25.9M 0.07%
81,058
+13,910
CSCO icon
95
Cisco
CSCO
$273B
$25.6M 0.07%
369,599
-726
CAT icon
96
Caterpillar
CAT
$253B
$25.1M 0.06%
64,699
+1,197
ISRG icon
97
Intuitive Surgical
ISRG
$156B
$25.1M 0.06%
46,167
+1,481
ABT icon
98
Abbott
ABT
$222B
$24.6M 0.06%
181,000
+19,231
LIN icon
99
Linde
LIN
$208B
$24.6M 0.06%
52,410
+556
SMH icon
100
VanEck Semiconductor ETF
SMH
$34.9B
$24.3M 0.06%
87,077
+12,177
2 3
4
5 6