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
276
$4.28M 0.02%
94,726
-2,352
277
$4.24M 0.02%
56,080
-3,978
278
$4.23M 0.02%
53,624
+11,330
279
$4.18M 0.02%
14,370
-2,188
280
$4.18M 0.02%
21,064
-8,653
281
$4.17M 0.02%
16,494
+2,609
282
$4.17M 0.02%
10,681
-902
283
$4.17M 0.02%
53,271
-4,107
284
$4.13M 0.02%
75,294
+3,480
285
$4.12M 0.02%
129,311
+6,011
286
$4.1M 0.02%
7,057
-2,687
287
$4.09M 0.02%
113,860
-3,335
288
$4.08M 0.02%
1,579
-62
289
$4.03M 0.02%
10,601
-96
290
$3.98M 0.02%
92,328
-10,253
291
$3.95M 0.02%
29,772
+430
292
$3.89M 0.02%
53,251
+19,244
293
$3.89M 0.01%
14,371
-2,953
294
$3.88M 0.01%
105,216
+11,435
295
$3.86M 0.01%
17,909
-1,049
296
$3.84M 0.01%
27,775
+2,301
297
$3.84M 0.01%
15,025
+7,657
298
$3.83M 0.01%
31,496
-3,849
299
$3.82M 0.01%
6,058
-57
300
$3.82M 0.01%
24,662
+11,383
10 11
12
13 14