Wealthfront Advisers

Wealthfront Advisers Portfolio holdings

AUM $44.7B
1-Year Est. Return 18.94%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$42.6B
AUM Growth
+$3.77B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,027
New
Increased
Reduced
Closed

Top Buys

1 +$320M
2 +$211M
3 +$106M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$102M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$99.5M

Top Sells

1 +$262M
2 +$44.4M
3 +$37.3M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$31.3M
5
VV icon
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
CSCO icon
101
Cisco
CSCO
$325B
$25.6M 0.06%
374,768
+5,169
LIN icon
102
Linde
LIN
$225B
$25.3M 0.06%
53,323
+913
MS icon
103
Morgan Stanley
MS
$266B
$25M 0.06%
157,575
+5,876
TJX icon
104
TJX Companies
TJX
$175B
$24.8M 0.06%
171,820
+8,006
MGK icon
105
Vanguard Mega Cap Growth ETF
MGK
$28.3B
$24.1M 0.06%
59,795
+81
CRM icon
106
Salesforce
CRM
$170B
$23.9M 0.06%
100,976
+927
APP icon
107
Applovin
APP
$149B
$23.9M 0.06%
33,272
+8,742
BLK icon
108
Blackrock
BLK
$152B
$23.9M 0.06%
20,469
+449
KO icon
109
Coca-Cola
KO
$319B
$23.9M 0.06%
359,640
-34,845
COIN icon
110
Coinbase
COIN
$49.6B
$23.3M 0.05%
69,024
+2,353
COF icon
111
Capital One
COF
$117B
$22.9M 0.05%
107,582
+1,484
GLTR icon
112
abrdn Physical Precious Metals Basket Shares ETF
GLTR
$2.92B
$22.4M 0.05%
135,581
-2,480
HOOD icon
113
Robinhood
HOOD
$66.5B
$22.3M 0.05%
155,966
+7,065
MCD icon
114
McDonald's
MCD
$220B
$22.2M 0.05%
72,999
+5,506
ABT icon
115
Abbott
ABT
$182B
$21.9M 0.05%
163,459
-17,541
GEV icon
116
GE Vernova
GEV
$254B
$21.2M 0.05%
34,468
+1,355
VGT icon
117
Vanguard Information Technology ETF
VGT
$109B
$21.1M 0.05%
28,207
+3,250
ETN icon
118
Eaton
ETN
$146B
$20.9M 0.05%
55,730
+497
RTX icon
119
RTX Corp
RTX
$262B
$20.6M 0.05%
123,150
+8,252
ANET icon
120
Arista Networks
ANET
$165B
$20.6M 0.05%
141,131
+5,225
AMAT icon
121
Applied Materials
AMAT
$294B
$20.3M 0.05%
99,269
-3,444
MO icon
122
Altria Group
MO
$106B
$20.1M 0.05%
304,810
+15,637
C icon
123
Citigroup
C
$202B
$20.1M 0.05%
198,066
+12,425
DASH icon
124
DoorDash
DASH
$67.4B
$20M 0.05%
73,462
+393
APH icon
125
Amphenol
APH
$161B
$19.9M 0.05%
160,672
+5,808