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
251
$4.8M 0.02%
36,630
-1,251
252
$4.8M 0.02%
137,694
+8,415
253
$4.77M 0.02%
1,346
+34
254
$4.77M 0.02%
390,933
+8,692
255
$4.75M 0.02%
136,532
+28,296
256
$4.72M 0.02%
327,439
+83,956
257
$4.71M 0.02%
12,969
-1,088
258
$4.7M 0.02%
48,302
-2,818
259
$4.69M 0.02%
8,171
+597
260
$4.67M 0.02%
55,862
+2,398
261
$4.61M 0.02%
50,486
-6,379
262
$4.61M 0.02%
68,056
-161
263
$4.57M 0.02%
55,368
+900
264
$4.53M 0.02%
27,461
+828
265
$4.53M 0.02%
22,935
-5,150
266
$4.53M 0.02%
32,211
+7,221
267
$4.51M 0.02%
136,071
+1,271
268
$4.5M 0.02%
24,129
-14,795
269
$4.43M 0.02%
101,403
+30,154
270
$4.41M 0.02%
109,531
-156
271
$4.41M 0.02%
43,701
-742
272
$4.37M 0.02%
62,306
+10,418
273
$4.34M 0.02%
50,810
+7,790
274
$4.31M 0.02%
7,771
+1,310
275
$4.3M 0.02%
187,154
+55,153
9 10
11
12 13