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
276
$6.15M 0.02%
191,429
+31,776
277
$6.13M 0.02%
81,932
-1,356
278
$6.09M 0.02%
46,096
-1,951
279
$6.07M 0.02%
147,943
+18,128
280
$6.06M 0.02%
168,616
+1,466
281
$6.05M 0.02%
88,563
+4,389
282
$6.04M 0.02%
206,829
-2,221
283
$6M 0.02%
29,082
+2,778
284
$5.99M 0.02%
149,156
+51,722
285
$5.97M 0.02%
50,859
+16,392
286
$5.97M 0.02%
53,554
-866
287
$5.9M 0.02%
58,973
+9,621
288
$5.89M 0.02%
230,505
+6,941
289
$5.87M 0.02%
216,046
+5,403
290
$5.86M 0.02%
11,278
+724
291
$5.85M 0.02%
90,008
+10,536
292
$5.84M 0.02%
46,302
+1,682
293
$5.83M 0.02%
75,912
+20,523
294
$5.8M 0.02%
67,943
+10,178
295
$5.77M 0.02%
38,743
+7,198
296
$5.75M 0.02%
29,031
+716
297
$5.67M 0.02%
2,849
+84
298
$5.63M 0.02%
11,599
+198
299
$5.62M 0.02%
63,060
+40,421
300
$5.61M 0.02%
133,887
+6,380
10 11
12
13 14