Wealthfront Advisers

Wealthfront Advisers Portfolio holdings

AUM $38.8B
1-Year Est. Return 14.38%
This Quarter Est. Return
1 Year Est. Return
+14.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$38.8B
AUM Growth
+$1.58B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
987
New
Increased
Reduced
Closed

Top Buys

1
+$372M
2
+$304M
3
+$165M
4
PWZ icon
Invesco California AMT-Free Municipal Bond ETF
PWZ
+$117M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$109M

Top Sells

1
+$229M
2
+$218M
3
+$138M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$98.2M
5
FLRN icon
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
DASH icon
126
DoorDash
DASH
$112B
$18M 0.05%
73,069
+3,078
QCOM icon
127
Qualcomm
QCOM
$176B
$18M 0.05%
112,954
-1,107
COP icon
128
ConocoPhillips
COP
$108B
$18M 0.05%
200,238
-1,054
DIS icon
129
Walt Disney
DIS
$199B
$17.8M 0.05%
143,743
+24,628
GEV icon
130
GE Vernova
GEV
$163B
$17.5M 0.05%
33,113
+7,437
BIL icon
131
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$42B
$17.4M 0.04%
190,060
+7,419
HON icon
132
Honeywell
HON
$129B
$17.4M 0.04%
74,737
-6,452
DE icon
133
Deere & Co
DE
$124B
$17.3M 0.04%
34,085
+3,482
GIS icon
134
General Mills
GIS
$25.8B
$17.3M 0.04%
333,309
+219,286
MO icon
135
Altria Group
MO
$109B
$17M 0.04%
289,173
+49,080
RTX icon
136
RTX Corp
RTX
$211B
$16.8M 0.04%
114,898
-9,748
CME icon
137
CME Group
CME
$96.6B
$16.8M 0.04%
60,819
+8,924
HWM icon
138
Howmet Aerospace
HWM
$76.5B
$16.6M 0.04%
89,148
-302
VGT icon
139
Vanguard Information Technology ETF
VGT
$109B
$16.6M 0.04%
24,957
-6,103
MPC icon
140
Marathon Petroleum
MPC
$56.1B
$16.5M 0.04%
99,425
+5,273
BA icon
141
Boeing
BA
$161B
$16.5M 0.04%
78,812
+27,694
BMY icon
142
Bristol-Myers Squibb
BMY
$88.8B
$16.2M 0.04%
350,738
-15,045
LOW icon
143
Lowe's Companies
LOW
$137B
$16.1M 0.04%
72,456
-7,200
AMGN icon
144
Amgen
AMGN
$161B
$16M 0.04%
57,376
-8,689
BSX icon
145
Boston Scientific
BSX
$147B
$15.9M 0.04%
148,095
+6,902
C icon
146
Citigroup
C
$174B
$15.8M 0.04%
185,641
+8,988
SCHW icon
147
Charles Schwab
SCHW
$171B
$15.4M 0.04%
168,248
+30,821
APH icon
148
Amphenol
APH
$153B
$15.3M 0.04%
154,864
+11,108
SO icon
149
Southern Company
SO
$108B
$15.2M 0.04%
165,089
+6,584
TXN icon
150
Texas Instruments
TXN
$161B
$15.1M 0.04%
72,493
-9,940
4 5
6
7 8