Wealthfront Advisers Portfolio holdings
AUM
$42.6B
1-Year Est. Return
14.98%
1 Year Est. Return
+14.98%
AUM
$38.8B
AUM Growth
+$1.58B
(+4.2%)
Holding
987
Top Buys
| 1 | +$372M | |
| 2 | +$304M | |
| 3 | +$165M | |
| 4 |
Invesco California AMT-Free Municipal Bond ETF
PWZ
|
+$117M |
| 5 |
Schwab International Equity ETF
SCHF
|
+$109M |
Top Sells
| 1 | +$229M | |
| 2 | +$218M | |
| 3 | +$138M | |
| 4 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
+$98.2M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
76
IBM
IBM
$286B
| $38.1M | 0.1% |
129,255
+7,226
|
|
||
77
Advanced Micro Devices
AMD
$351B
| $37.8M | 0.1% |
266,489
+2,693
|
|
||
78
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$16.9B
| $37.5M | 0.1% |
746,544
+28,428
|
|
||
79
SPDR Gold Trust
GLD
$149B
| $37.5M | 0.1% |
123,080
+14,154
|
|
||
80
Procter & Gamble
PG
$338B
| $34.7M | 0.09% |
217,747
-8,827
|
|
||
81
Goldman Sachs
GS
$268B
| $33.9M | 0.09% |
47,901
+3,570
|
|
||
82
Grayscale Bitcoin Trust
GBTC
$34.8B
| $33.7M | 0.09% |
396,907
-25,728
|
|
||
83
Intuit
INTU
$188B
| $33.5M | 0.09% |
42,502
-724
|
|
||
84
Wells Fargo
WFC
$297B
| $33.3M | 0.09% |
415,503
+34,017
|
|
||
85
ServiceNow
NOW
$161B
| $31M | 0.08% |
150,690
+18,895
|
|
||
86
AbbVie
ABBV
$408B
| $29.8M | 0.08% |
160,555
-268
|
|
||
87
Uber
UBER
$169B
| $28.6M | 0.07% |
306,330
+25,709
|
|
||
88
Coca-Cola
KO
$302B
| $27.9M | 0.07% |
394,485
+31,213
|
|
||
89
Gilead Sciences
GILD
$155B
| $27.6M | 0.07% |
248,854
+34,942
|
|
||
90
Vanguard Intermediate-Term Bond ETF
BIV
$26.7B
| $27.5M | 0.07% |
355,667
-63,280
|
|
||
91
State Street Technology Select Sector SPDR ETF
XLK
$93.9B
| $27.4M | 0.07% |
216,752
+17,308
|
|
||
92
Salesforce
CRM
$249B
| $27.3M | 0.07% |
100,049
-6,172
|
|
||
93
Nuveen ESG Emerging Markets Equity ETF
NUEM
$321M
| $27.2M | 0.07% |
818,660
-13,590
|
|
||
94
American Express
AXP
$259B
| $25.9M | 0.07% |
81,058
+13,910
|
|
||
95
Cisco
CSCO
$307B
| $25.6M | 0.07% |
369,599
-726
|
|
||
96
Caterpillar
CAT
$271B
| $25.1M | 0.06% |
64,699
+1,197
|
|
||
97
Intuitive Surgical
ISRG
$204B
| $25.1M | 0.06% |
46,167
+1,481
|
|
||
98
Abbott
ABT
$217B
| $24.6M | 0.06% |
181,000
+19,231
|
|
||
99
Linde
LIN
$199B
| $24.6M | 0.06% |
52,410
+556
|
|
||
100
VanEck Semiconductor ETF
SMH
$37.5B
| $24.3M | 0.06% |
87,077
+12,177
|
|