Wealthfront Advisers

Wealthfront Advisers Portfolio holdings

AUM $42.6B
1-Year Est. Return 14.98%
This Quarter Est. Return
1 Year Est. Return
+14.98%
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
+$329M
2
+$219M
3
+$108M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$105M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$100M

Top Sells

1
+$268M
2
+$47M
3
+$38M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$32.5M
5
VV icon
Vanguard Large-Cap ETF
VV
+$14M

Sector Composition

1 Technology 6.2%
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
SCHH icon
176
Schwab US REIT ETF
SCHH
$8.39B
$13.8M 0.03%
640,790
-24,642
VTV icon
177
Vanguard Value ETF
VTV
$153B
$13.8M 0.03%
73,969
+2,033
SPG icon
178
Simon Property Group
SPG
$59.7B
$13.7M 0.03%
73,003
+7,091
PANW icon
179
Palo Alto Networks
PANW
$133B
$13.6M 0.03%
66,910
+7,079
USB icon
180
US Bancorp
USB
$78.2B
$13.6M 0.03%
281,225
-16,663
WEC icon
181
WEC Energy
WEC
$35.2B
$13.3M 0.03%
116,146
+2,901
ADP icon
182
Automatic Data Processing
ADP
$104B
$13.3M 0.03%
45,199
-2,854
WBD icon
183
Warner Bros
WBD
$60.5B
$13.1M 0.03%
670,513
+71,778
DE icon
184
Deere & Co
DE
$128B
$13.1M 0.03%
28,566
-5,519
ED icon
185
Consolidated Edison
ED
$35.2B
$13M 0.03%
129,719
-12,123
AEP icon
186
American Electric Power
AEP
$63.7B
$13M 0.03%
115,893
+8,940
TXN icon
187
Texas Instruments
TXN
$163B
$13M 0.03%
70,926
-1,567
ARKK icon
188
ARK Innovation ETF
ARKK
$7.74B
$13M 0.03%
150,859
+8,360
CB icon
189
Chubb
CB
$117B
$13M 0.03%
46,028
-3,076
WMB icon
190
Williams Companies
WMB
$74.4B
$12.9M 0.03%
204,170
-15,774
WM icon
191
Waste Management
WM
$86.7B
$12.8M 0.03%
57,924
+831
UNP icon
192
Union Pacific
UNP
$139B
$12.8M 0.03%
53,991
-7,120
PHM icon
193
Pultegroup
PHM
$25.2B
$12.7M 0.03%
96,465
-1,558
CRWD icon
194
CrowdStrike
CRWD
$127B
$12.7M 0.03%
25,977
+833
RSG icon
195
Republic Services
RSG
$65.9B
$12.7M 0.03%
55,447
-1,063
SPYD icon
196
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.31B
$12.7M 0.03%
288,626
+7,445
RCL icon
197
Royal Caribbean
RCL
$72.6B
$12.7M 0.03%
39,191
+1,808
CEG icon
198
Constellation Energy
CEG
$113B
$12.6M 0.03%
38,186
+1,253
IP icon
199
International Paper
IP
$20.4B
$12.6M 0.03%
270,657
-17,978
ES icon
200
Eversource Energy
ES
$25B
$12.5M 0.03%
175,282
-56,426
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