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
301
$4.47M 0.02%
51,992
+5,392
302
$4.46M 0.02%
96,044
+4,345
303
$4.46M 0.02%
56,860
+10,879
304
$4.43M 0.01%
10,535
-1,013
305
$4.42M 0.01%
35,675
-2,933
306
$4.42M 0.01%
1,490
-41
307
$4.31M 0.01%
27,258
-2,223
308
$4.31M 0.01%
249,616
+11,917
309
$4.3M 0.01%
72,217
+36,942
310
$4.3M 0.01%
59,823
+10,546
311
$4.26M 0.01%
11,651
-126
312
$4.25M 0.01%
40,050
+4,134
313
$4.22M 0.01%
23,359
+687
314
$4.21M 0.01%
38,647
-2,404
315
$4.18M 0.01%
13,952
-2,092
316
$4.17M 0.01%
22,867
+34
317
$4.16M 0.01%
312,105
-119,455
318
$4.13M 0.01%
20,953
+1,853
319
$4.12M 0.01%
76,390
+43,073
320
$4.11M 0.01%
52,838
-68,300
321
$4.09M 0.01%
16,922
+184
322
$4.09M 0.01%
29,848
+2,029
323
$4.08M 0.01%
41,748
-5,625
324
$4.06M 0.01%
6,887
-874
325
$4.06M 0.01%
302,462
+112,290
11 12
13
14 15