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
301
$3.79M 0.01%
132,993
+1,420
302
$3.79M 0.01%
11,509
-1,411
303
$3.77M 0.01%
73,198
-4,499
304
$3.75M 0.01%
218,110
+11,698
305
$3.74M 0.01%
41,504
+7,641
306
$3.74M 0.01%
143,243
+32,377
307
$3.72M 0.01%
16,512
+303
308
$3.71M 0.01%
68,573
-2,804
309
$3.7M 0.01%
47,048
-5,024
310
$3.7M 0.01%
38,892
-267
311
$3.68M 0.01%
48,090
+6,400
312
$3.68M 0.01%
101,694
+21,854
313
$3.68M 0.01%
37,464
-7,178
314
$3.66M 0.01%
6,474
-36
315
$3.62M 0.01%
54,707
-303
316
$3.62M 0.01%
62,788
-69,415
317
$3.58M 0.01%
48,260
+30,564
318
$3.58M 0.01%
64,046
-77,377
319
$3.58M 0.01%
184,692
+49,999
320
$3.56M 0.01%
39,128
-10,808
321
$3.56M 0.01%
19,755
+3,186
322
$3.54M 0.01%
110,198
+20,156
323
$3.49M 0.01%
25,688
-7,660
324
$3.46M 0.01%
26,748
+7,574
325
$3.42M 0.01%
25,001
+472
11 12
13
14 15