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
326
$5.06M 0.01%
55,778
+7,686
327
$5.06M 0.01%
18,062
+2,473
328
$5.06M 0.01%
68,064
+20,138
329
$5.02M 0.01%
20,316
+5,907
330
$5.02M 0.01%
47,494
-41,992
331
$5.02M 0.01%
21,422
+560
332
$4.97M 0.01%
42,302
+7,380
333
$4.95M 0.01%
62,005
+30
334
$4.93M 0.01%
67,897
-499
335
$4.89M 0.01%
271,373
+6,966
336
$4.87M 0.01%
61,029
-2,004
337
$4.83M 0.01%
63,133
+11,873
338
$4.82M 0.01%
188,935
+178,173
339
$4.81M 0.01%
26,686
+459
340
$4.79M 0.01%
27,180
-31
341
$4.74M 0.01%
380,893
+43,559
342
$4.72M 0.01%
1,474
+8
343
$4.66M 0.01%
23,828
+2,415
344
$4.63M 0.01%
75,297
+15,425
345
$4.59M 0.01%
26,776
+4,594
346
$4.58M 0.01%
36,353
+20,968
347
$4.58M 0.01%
27,055
+10,424
348
$4.56M 0.01%
80,092
-6,032
349
$4.55M 0.01%
33,946
+6,797
350
$4.55M 0.01%
12,655
+1,575
12 13
14
15 16