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
$29.7B
AUM Growth
+$1.14B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
900
New
Increased
Reduced
Closed

Top Buys

1
+$215M
2
+$162M
3
+$114M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$80.7M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$80.4M

Top Sells

1
+$70.7M
2
+$70.3M
3
+$55M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$45.8M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$37.1M

Sector Composition

1 Technology 5.42%
2 Financials 2.01%
3 Consumer Discretionary 1.62%
4 Communication Services 1.62%
5 Healthcare 1.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$6.22M 0.02%
67,731
+27,112
227
$6.17M 0.02%
25,005
+11,002
228
$6.13M 0.02%
68,368
-1,017
229
$6.05M 0.02%
10,739
-138
230
$6.03M 0.02%
105,508
+4,167
231
$5.95M 0.02%
165,105
+18,588
232
$5.94M 0.02%
118,964
-399
233
$5.89M 0.02%
38,944
+305
234
$5.88M 0.02%
220,431
-4,181
235
$5.86M 0.02%
53,169
+1,418
236
$5.81M 0.02%
138,802
+48,052
237
$5.78M 0.02%
460,699
+62,244
238
$5.77M 0.02%
19,294
+15,298
239
$5.76M 0.02%
202,824
-6,644
240
$5.74M 0.02%
49,089
+14,327
241
$5.72M 0.02%
108,299
+5,755
242
$5.71M 0.02%
102,945
+28,803
243
$5.67M 0.02%
98,333
+15,727
244
$5.65M 0.02%
281,925
+75,276
245
$5.59M 0.02%
71,957
+4,987
246
$5.57M 0.02%
66,034
+9,182
247
$5.56M 0.02%
172,626
-20,403
248
$5.54M 0.02%
21,209
-1,938
249
$5.53M 0.02%
54,075
+3,888
250
$5.5M 0.02%
53,232
+727
8 9
10
11 12