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 | |
|---|---|---|---|---|---|---|
101
Gilead Sciences
GILD
$186B
| $29.2M | 0.07% |
238,068
+2,224
|
|
||
102
Morgan Stanley
MS
$265B
| $28.9M | 0.06% |
162,960
+5,385
|
|
||
103
Applied Materials
AMAT
$295B
| $28.9M | 0.06% |
112,472
+13,203
|
|
||
104
Salesforce
CRM
$181B
| $28.6M | 0.06% |
107,848
+6,872
|
|
||
105
TJX Companies
TJX
$178B
| $28M | 0.06% |
182,221
+10,401
|
|
||
106
McDonald's
MCD
$238B
| $27.4M | 0.06% |
89,558
+16,559
|
|
||
107
Vanguard Long-Term Treasury ETF
VGLT
$10.3B
| $27.1M | 0.06% |
485,671
-32,070
|
|
||
108
Merck
MRK
$300B
| $27.1M | 0.06% |
257,244
+46,675
|
|
||
109
Amgen
AMGN
$208B
| $26.9M | 0.06% |
82,287
+12,054
|
|
||
110
Intuitive Surgical
ISRG
$176B
| $26.2M | 0.06% |
46,256
+6,180
|
|
||
111
Vanguard Mega Cap Growth ETF
MGK
$30.3B
| $26M | 0.06% |
63,067
+3,272
|
|
||
112
Capital One
COF
$121B
| $26M | 0.06% |
107,129
-453
|
|
||
113
Lam Research
LRCX
$288B
| $25.9M | 0.06% |
151,372
+23,240
|
|
||
114
Applovin
APP
$146B
| $25.3M | 0.06% |
37,516
+4,244
|
|
||
115
RTX Corp
RTX
$285B
| $25.3M | 0.06% |
137,733
+14,583
|
|
||
116
Verizon
VZ
$211B
| $25.2M | 0.06% |
619,264
+9,026
|
|
||
117
Uber
UBER
$156B
| $25.1M | 0.06% |
307,483
-8,182
|
|
||
118
Citigroup
C
$195B
| $24.3M | 0.05% |
208,067
+10,001
|
|
||
119
Grayscale Bitcoin Trust
GBTC
$27.5B
| $24.2M | 0.05% |
354,702
-18,728
|
|
||
120
Vanguard Information Technology ETF
VGT
$110B
| $23.8M | 0.05% |
31,594
+3,387
|
|
||
121
GE Vernova
GEV
$238B
| $23.8M | 0.05% |
36,428
+1,960
|
|
||
122
Amphenol
APH
$166B
| $22.7M | 0.05% |
168,240
+7,568
|
|
||
123
Blackrock
BLK
$166B
| $22M | 0.05% |
20,582
+113
|
|
||
124
ServiceNow
NOW
$114B
| $21.8M | 0.05% |
142,290
-4,780
|
|
||
125
McKesson
MCK
$121B
| $21.7M | 0.05% |
26,463
+906
|
|