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
$42.6B
AUM Growth
+$3.77B
(+9.7%)
Holding
1,027
Top Buys
| 1 | +$320M | |
| 2 | +$211M | |
| 3 | +$106M | |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$102M |
| 5 |
Schwab US TIPS ETF
SCHP
|
+$99.5M |
Top Sells
| 1 | +$262M | |
| 2 | +$44.4M | |
| 3 | +$37.3M | |
| 4 |
Schwab US Broad Market ETF
SCHB
|
+$31.3M |
| 5 |
Vanguard Large-Cap ETF
VV
|
+$13.5M |
Sector Composition
| 1 | Technology | 6.19% |
| 2 | Financials | 2.55% |
| 3 | Communication Services | 1.97% |
| 4 | Consumer Discretionary | 1.91% |
| 5 | Healthcare | 1.4% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
AbbVie
ABBV
$369B
| $40.6M | 0.1% |
175,400
+14,845
|
|
||
77
AT&T
T
$204B
| $39.8M | 0.09% |
1,411,031
+66,448
|
|
||
78
Goldman Sachs
GS
$252B
| $38.8M | 0.09% |
48,681
+780
|
|
||
79
Procter & Gamble
PG
$331B
| $38.5M | 0.09% |
250,813
+33,066
|
|
||
80
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$16.3B
| $37.1M | 0.09% |
732,614
-13,930
|
|
||
81
Wells Fargo
WFC
$246B
| $36M | 0.08% |
429,018
+13,515
|
|
||
82
IBM
IBM
$228B
| $35.5M | 0.08% |
125,746
-3,509
|
|
||
83
Philip Morris
PM
$254B
| $34.2M | 0.08% |
210,582
+52
|
|
||
84
Grayscale Bitcoin Trust
GBTC
$28.4B
| $33.5M | 0.08% |
373,430
-23,477
|
|
||
85
Chevron
CVX
$407B
| $33.1M | 0.08% |
212,860
+56,544
|
|
||
86
State Street Technology Select Sector SPDR ETF
XLK
$87.1B
| $32.3M | 0.08% |
229,416
+12,664
|
|
||
87
Caterpillar
CAT
$337B
| $31.6M | 0.07% |
66,260
+1,561
|
|
||
88
UnitedHealth
UNH
$245B
| $31.3M | 0.07% |
90,587
+27,941
|
|
||
89
Uber
UBER
$151B
| $30.9M | 0.07% |
315,665
+9,335
|
|
||
90
VanEck Semiconductor ETF
SMH
$48.2B
| $29.9M | 0.07% |
91,510
+4,433
|
|
||
91
PepsiCo
PEP
$204B
| $29.5M | 0.07% |
210,309
+60,911
|
|
||
92
Vanguard Long-Term Treasury ETF
VGLT
$10.7B
| $29.4M | 0.07% |
517,741
+112,609
|
|
||
93
Intuit
INTU
$118B
| $29M | 0.07% |
42,462
-40
|
|
||
94
Vanguard Total International Stock ETF
VXUS
$134B
| $28.9M | 0.07% |
394,007
+97,098
|
|
||
95
Nuveen ESG Emerging Markets Equity ETF
NUEM
$334M
| $28.5M | 0.07% |
797,834
-20,826
|
|
||
96
American Express
AXP
$208B
| $27.6M | 0.06% |
83,170
+2,112
|
|
||
97
Vanguard Intermediate-Term Bond ETF
BIV
$28.2B
| $27.3M | 0.06% |
349,620
-6,047
|
|
||
98
ServiceNow
NOW
$109B
| $27.1M | 0.06% |
147,070
-3,620
|
|
||
99
Verizon
VZ
$214B
| $26.8M | 0.06% |
610,238
+77,991
|
|
||
100
Gilead Sciences
GILD
$173B
| $26.2M | 0.06% |
235,844
-13,010
|
|