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
276
$4.86M 0.02%
61,779
-10,576
277
$4.86M 0.02%
5,916
-212
278
$4.85M 0.02%
54,323
+336
279
$4.85M 0.02%
32,209
+395
280
$4.82M 0.02%
95,823
+45,852
281
$4.82M 0.02%
+87,911
282
$4.78M 0.02%
28,675
-1,062
283
$4.78M 0.02%
27,066
-5,602
284
$4.73M 0.02%
11,076
+761
285
$4.72M 0.02%
20,946
+131
286
$4.68M 0.02%
103,558
+19,683
287
$4.68M 0.02%
86,600
+17,390
288
$4.66M 0.02%
47,446
+4,178
289
$4.66M 0.02%
10,695
+73
290
$4.66M 0.02%
44,657
+5,572
291
$4.63M 0.02%
87,366
-4,827
292
$4.63M 0.02%
69,458
-2,580
293
$4.62M 0.02%
18,192
+603
294
$4.61M 0.02%
131,140
+56,062
295
$4.57M 0.02%
89,465
-2,762
296
$4.57M 0.02%
28,649
+1,085
297
$4.54M 0.02%
11,756
+2,009
298
$4.5M 0.02%
92,161
-3,050
299
$4.5M 0.02%
12,034
-1,472
300
$4.49M 0.02%
54,171
+6,120
10 11
12
13 14