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
$26B
AUM Growth
+$2.81B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
882
New
Increased
Reduced
Closed

Top Buys

1
+$269M
2
+$173M
3
+$124M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$107M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$97.4M

Top Sells

1
+$295M
2
+$190M
3
+$53.2M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$51.5M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$46.8M

Sector Composition

1 Technology 4.49%
2 Financials 1.91%
3 Consumer Discretionary 1.72%
4 Healthcare 1.63%
5 Communication Services 1.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$5.49M 0.02%
84,237
-5,951
227
$5.49M 0.02%
60,843
+18,547
228
$5.44M 0.02%
39,692
-1,531
229
$5.44M 0.02%
94,757
-27,263
230
$5.4M 0.02%
42,697
+822
231
$5.37M 0.02%
11,481
+3,498
232
$5.32M 0.02%
301,806
+18,343
233
$5.29M 0.02%
122,201
+13,311
234
$5.26M 0.02%
29,480
+11,796
235
$5.18M 0.02%
96,282
+81,610
236
$5.16M 0.02%
62,678
-26,556
237
$5.14M 0.02%
29,548
+4,099
238
$5.09M 0.02%
152,718
-35,789
239
$5.09M 0.02%
111,312
+4,773
240
$5.01M 0.02%
71,354
+780
241
$4.99M 0.02%
86,872
+25,995
242
$4.98M 0.02%
6,184
+954
243
$4.98M 0.02%
71,106
+800
244
$4.97M 0.02%
22,120
-799
245
$4.96M 0.02%
74,106
+7,227
246
$4.96M 0.02%
143,788
+28,384
247
$4.86M 0.02%
83,804
-8,767
248
$4.85M 0.02%
311,698
+71,631
249
$4.81M 0.02%
36,776
-4,345
250
$4.81M 0.02%
105,100
-13,800
8 9
10
11 12