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
301
$5.58M 0.02%
25,973
-499
302
$5.52M 0.02%
36,513
+7,855
303
$5.52M 0.02%
25,955
+3,105
304
$5.51M 0.02%
42,054
+3,793
305
$5.5M 0.02%
19,726
+2,798
306
$5.49M 0.02%
270,753
+14,317
307
$5.48M 0.02%
33,205
+7,756
308
$5.46M 0.02%
57,747
+13,150
309
$5.45M 0.02%
177,365
-6,520
310
$5.44M 0.02%
49,257
+7,778
311
$5.44M 0.02%
170,184
+7,214
312
$5.43M 0.02%
90,833
-28,983
313
$5.41M 0.02%
142,039
-3,833
314
$5.35M 0.02%
30,909
+3,985
315
$5.34M 0.02%
11,288
+712
316
$5.33M 0.02%
40,702
-734
317
$5.33M 0.02%
62,863
+4,979
318
$5.29M 0.02%
534,820
+35,873
319
$5.26M 0.02%
12,547
+465
320
$5.23M 0.02%
7,348
-2,141
321
$5.2M 0.02%
115,806
+10,141
322
$5.17M 0.02%
71,031
+3,582
323
$5.17M 0.02%
45,369
-6,588
324
$5.15M 0.02%
27,145
+4,077
325
$5.09M 0.01%
20,080
+6,465
11 12
13
14 15