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
$34.2B
AUM Growth
+$1.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
934
New
Increased
Reduced
Closed

Top Buys

1
+$511M
2
+$438M
3
+$390M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$233M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$216M

Top Sells

1
+$354M
2
+$264M
3
+$231M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$56.3M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$35.8M

Sector Composition

1 Technology 5.44%
2 Financials 2.35%
3 Consumer Discretionary 1.88%
4 Communication Services 1.68%
5 Healthcare 1.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$7.7M 0.02%
56,972
+8,569
227
$7.69M 0.02%
+124,117
228
$7.65M 0.02%
41,896
-134
229
$7.61M 0.02%
72,396
+3,356
230
$7.6M 0.02%
142,293
+23,975
231
$7.58M 0.02%
11,921
+193
232
$7.58M 0.02%
90,016
+3,373
233
$7.5M 0.02%
33,396
+15,007
234
$7.49M 0.02%
5,912
+493
235
$7.47M 0.02%
21,793
+1,097
236
$7.44M 0.02%
39,551
+272
237
$7.4M 0.02%
76,171
+8,643
238
$7.37M 0.02%
15,696
+810
239
$7.26M 0.02%
37,656
-878
240
$7.12M 0.02%
78,078
+22,243
241
$7.09M 0.02%
82,599
-1,420
242
$7.08M 0.02%
123,225
+12,304
243
$7.08M 0.02%
39,688
+3,258
244
$6.98M 0.02%
11,071
-1,998
245
$6.97M 0.02%
30,214
+1,992
246
$6.92M 0.02%
1,393
+30
247
$6.86M 0.02%
83,818
+9,840
248
$6.84M 0.02%
22,771
+2,268
249
$6.71M 0.02%
19,773
-100
250
$6.71M 0.02%
29,985
+3,453
8 9
10
11 12