Wealthfront Advisers Portfolio holdings
AUM
$38.8B
1-Year Est. Return
14.38%
1 Year Est. Return
+14.38%
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 |
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 | |
|---|---|---|---|---|---|---|
976
iShares Core MSCI Pacific ETF
IPAC
$1.91B
| – | – |
-3,521
|
|
||
977
iShares US Home Construction ETF
ITB
$3.12B
| – | – |
-2,592
|
|
||
978
Kyndryl
KD
$6.36B
| – | – |
-15,999
|
|
||
979
Kinsale Capital Group
KNSL
$10.2B
| – | – |
-520
|
|
||
980
Lyft
LYFT
$8.25B
| – | – |
-12,306
|
|
||
981
iShares MSCI Global Sustainable Development Goals ETF
SDG
$176M
| – | – |
-3,200
|
|
||
982
SoFi Select 500 ETF
SFY
$566M
| – | – |
-2,362
|
|
||
983
Bio-Techne
TECH
$9.59B
| – | – |
-3,933
|
|
||
984
SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.3B
| – | – |
-14,353
|
|
||
985
Westlake Corp
WLK
$9.75B
| – | – |
-24,498
|
|
||
986
Watsco Inc
WSO
$15B
| – | – |
-445
|
|
||
|
WW
987
DELISTED
WW International
WW
| – | – |
-27,952
|
|