Wealthfront Advisers Portfolio holdings
AUM
$44.7B
1-Year Est. Return
18.94%
This Fund
S&P 500
1 Year Est. Return
+18.94%
AUM
$44.7B
AUM Growth
+$2.15B
(+5%)
Holding
1,077
Top Buys
| 1 | +$183M | |
| 2 | +$156M | |
| 3 | +$145M | |
| 4 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
+$95.1M |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$92.6M |
Top Sells
| 1 | +$186M | |
| 2 | +$39.9M | |
| 3 | +$37.8M | |
| 4 |
Schwab US TIPS ETF
SCHP
|
+$31M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
76
iShares Russell 1000 ETF
IWB
$46.3B
| $43.1M | 0.1% |
115,305
+2,234
|
|
||
77
Oracle
ORCL
$429B
| $42.2M | 0.09% |
216,643
+3,193
|
|
||
78
AbbVie
ABBV
$414B
| $41.1M | 0.09% |
180,003
+4,603
|
|
||
79
Wells Fargo
WFC
$255B
| $40.8M | 0.09% |
437,932
+8,914
|
|
||
80
Caterpillar
CAT
$350B
| $40.3M | 0.09% |
70,350
+4,090
|
|
||
81
Home Depot
HD
$369B
| $40M | 0.09% |
116,346
-2,790
|
|
||
82
IBM
IBM
$224B
| $38.7M | 0.09% |
130,666
+4,920
|
|
||
83
Vanguard Total International Stock ETF
VXUS
$138B
| $36.8M | 0.08% |
487,630
+93,623
|
|
||
84
Procter & Gamble
PG
$380B
| $35.2M | 0.08% |
245,869
-4,944
|
|
||
85
AT&T
T
$196B
| $34.8M | 0.08% |
1,401,599
-9,432
|
|
||
86
PepsiCo
PEP
$229B
| $34.6M | 0.08% |
241,210
+30,901
|
|
||
87
Micron Technology
MU
$464B
| $34.3M | 0.08% |
120,295
+24,899
|
|
||
88
VanEck Semiconductor ETF
SMH
$46.4B
| $33.8M | 0.08% |
93,804
+2,294
|
|
||
89
American Express
AXP
$211B
| $32.4M | 0.07% |
87,504
+4,334
|
|
||
90
Cisco
CSCO
$314B
| $32.2M | 0.07% |
417,912
+43,144
|
|
||
91
State Street Technology Select Sector SPDR ETF
XLK
$88.2B
| $32.1M | 0.07% |
223,279
-6,137
|
|
||
92
UnitedHealth
UNH
$267B
| $31.8M | 0.07% |
96,224
+5,637
|
|
||
93
Coca-Cola
KO
$345B
| $31.6M | 0.07% |
451,752
+92,112
|
|
||
94
abrdn Physical Precious Metals Basket Shares ETF
GLTR
$3.43B
| $31.4M | 0.07% |
152,578
+16,997
|
|
||
95
Philip Morris
PM
$286B
| $31M | 0.07% |
193,143
-17,439
|
|
||
96
Chevron
CVX
$375B
| $31M | 0.07% |
203,130
-9,730
|
|
||
97
Vanguard Intermediate-Term Bond ETF
BIV
$28.1B
| $30.6M | 0.07% |
393,184
+43,564
|
|
||
98
SPDR Gold MiniShares Trust
GLDM
$34.6B
| $30.2M | 0.07% |
353,855
+332,515
|
|
||
99
Intuit
INTU
$117B
| $29.4M | 0.07% |
44,345
+1,883
|
|
||
100
Nuveen ESG Emerging Markets Equity ETF
NUEM
$355M
| $29.3M | 0.07% |
823,773
+25,939
|
|