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
326
$4.03M 0.01%
57,392
+3,379
327
$4.03M 0.01%
2,706
+184
328
$4.01M 0.01%
39,887
+4,012
329
$3.99M 0.01%
45,968
+10,984
330
$3.95M 0.01%
27,215
+56
331
$3.95M 0.01%
24,247
-237
332
$3.95M 0.01%
111,118
-4,924
333
$3.95M 0.01%
12,277
-379
334
$3.93M 0.01%
135,874
+36,018
335
$3.92M 0.01%
70,307
+10,227
336
$3.86M 0.01%
21,998
-44
337
$3.85M 0.01%
39,985
+889
338
$3.84M 0.01%
40,139
-583
339
$3.82M 0.01%
37,854
+3,272
340
$3.81M 0.01%
26,168
-2,031
341
$3.81M 0.01%
11,519
+253
342
$3.79M 0.01%
23,979
+806
343
$3.78M 0.01%
54,038
+1,060
344
$3.69M 0.01%
+21,525
345
$3.68M 0.01%
52,216
+45,275
346
$3.66M 0.01%
14,182
+8,829
347
$3.66M 0.01%
7,505
-104
348
$3.66M 0.01%
24,651
+4,524
349
$3.61M 0.01%
20,630
-617
350
$3.58M 0.01%
13,295
-287
12 13
14
15 16