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
251
$5.49M 0.02%
66,691
+39,990
252
$5.47M 0.02%
174,046
-11,272
253
$5.47M 0.02%
8,453
+447
254
$5.37M 0.02%
26,834
+1,852
255
$5.36M 0.02%
33,590
+16,051
256
$5.32M 0.02%
70,638
-9,456
257
$5.31M 0.02%
158,864
-573
258
$5.3M 0.02%
51,451
+7,241
259
$5.29M 0.02%
46,665
+1,026
260
$5.29M 0.02%
38,278
-775
261
$5.25M 0.02%
183,468
+33,135
262
$5.19M 0.02%
82,280
-583
263
$5.14M 0.02%
1,297
-8
264
$5.09M 0.02%
259,449
+50,150
265
$5.08M 0.02%
21,342
+84
266
$5.06M 0.02%
417,970
+186,338
267
$5.04M 0.02%
15,679
+518
268
$5.03M 0.02%
54,993
-290
269
$5.03M 0.02%
33,755
+3,799
270
$4.99M 0.02%
36,018
-1,039
271
$4.97M 0.02%
104,806
-1,290
272
$4.97M 0.02%
66,925
-1,393
273
$4.94M 0.02%
159,456
-98,613
274
$4.92M 0.02%
159,331
+6,353
275
$4.9M 0.02%
126,241
+17,458
9 10
11
12 13