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 | |
|---|---|---|---|---|---|---|
101
Coinbase
COIN
$84.9B
| $23.4M | 0.06% |
66,671
-969
|
|
||
102
Verizon
VZ
$170B
| $23M | 0.06% |
532,247
+14,964
|
|
||
103
Vanguard Long-Term Treasury ETF
VGLT
$10.3B
| $22.7M | 0.06% |
405,132
+43,934
|
|
||
104
Capital One
COF
$130B
| $22.6M | 0.06% |
106,098
+63,245
|
|
||
105
Strategy Inc
MSTR
$81.5B
| $22.5M | 0.06% |
55,614
-1,645
|
|
||
106
Progressive
PGR
$130B
| $22.4M | 0.06% |
84,069
+415
|
|
||
107
Chevron
CVX
$306B
| $22.4M | 0.06% |
156,316
-19,589
|
|
||
108
Vanguard Mega Cap Growth ETF
MGK
$30.6B
| $21.9M | 0.06% |
59,714
-1,748
|
|
||
109
S&P Global
SPGI
$144B
| $21.5M | 0.06% |
40,727
+2,391
|
|
||
110
Morgan Stanley
MS
$255B
| $21.4M | 0.06% |
151,699
+23,856
|
|
||
111
Blackrock
BLK
$181B
| $21M | 0.05% |
20,020
+2,176
|
|
||
112
Vanguard Total International Stock ETF
VXUS
$107B
| $20.5M | 0.05% |
296,909
+62,185
|
|
||
113
TJX Companies
TJX
$159B
| $20.2M | 0.05% |
163,814
+6,949
|
|
||
114
McKesson
MCK
$96.5B
| $20M | 0.05% |
27,286
+1,816
|
|
||
115
PepsiCo
PEP
$209B
| $19.7M | 0.05% |
149,398
+40,307
|
|
||
116
McDonald's
MCD
$218B
| $19.7M | 0.05% |
67,493
-10,129
|
|
||
117
Eaton
ETN
$146B
| $19.7M | 0.05% |
55,233
+4,239
|
|
||
118
American Tower
AMT
$89.7B
| $19.7M | 0.05% |
88,936
+8,957
|
|
||
119
Vertex Pharmaceuticals
VRTX
$105B
| $19.6M | 0.05% |
43,918
-3,014
|
|
||
120
UnitedHealth
UNH
$323B
| $19.5M | 0.05% |
62,646
-18,862
|
|
||
121
abrdn Physical Precious Metals Basket Shares ETF
GLTR
$2.06B
| $19.1M | 0.05% |
138,061
+60,238
|
|
||
122
Applied Materials
AMAT
$181B
| $18.8M | 0.05% |
102,713
-8,076
|
|
||
123
Adobe
ADBE
$138B
| $18.7M | 0.05% |
48,461
+58
|
|
||
124
Crown Castle
CCI
$42.7B
| $18.4M | 0.05% |
179,286
+43,567
|
|
||
125
Accenture
ACN
$145B
| $18.3M | 0.05% |
61,064
+7,622
|
|