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
251
$6.7M 0.02%
25,444
-666
252
$6.69M 0.02%
50,275
-376
253
$6.61M 0.02%
53,319
-32
254
$6.6M 0.02%
19,303
+739
255
$6.59M 0.02%
9,358
+406
256
$6.56M 0.02%
108,421
+4,175
257
$6.56M 0.02%
56,914
+4,375
258
$6.52M 0.02%
55,104
+8,009
259
$6.5M 0.02%
69,151
+40,666
260
$6.5M 0.02%
43,432
-1,649
261
$6.47M 0.02%
139,418
-87,790
262
$6.47M 0.02%
30,739
+12,887
263
$6.45M 0.02%
121,092
+25,661
264
$6.41M 0.02%
43,341
+16,231
265
$6.38M 0.02%
196,543
+87,843
266
$6.35M 0.02%
110,582
+13,012
267
$6.35M 0.02%
13,739
+1,546
268
$6.3M 0.02%
86,282
-1,451
269
$6.27M 0.02%
29,115
-4,138
270
$6.27M 0.02%
19,823
+1,250
271
$6.25M 0.02%
11,748
+644
272
$6.25M 0.02%
82,568
+10,519
273
$6.23M 0.02%
60,251
+2,785
274
$6.16M 0.02%
547,088
+325,272
275
$6.16M 0.02%
19,012
+6,105
9 10
11
12 13