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
351
$3.15M 0.01%
18,468
+536
352
$3.14M 0.01%
7,872
-2,375
353
$3.14M 0.01%
39,012
-5,059
354
$3.13M 0.01%
40,472
+19,697
355
$3.12M 0.01%
24,522
-2,569
356
$3.11M 0.01%
11,261
-1,794
357
$3.11M 0.01%
114,705
-14,745
358
$3.11M 0.01%
50,200
+6,664
359
$3.07M 0.01%
55,292
+809
360
$3.05M 0.01%
50,635
+2,354
361
$3.03M 0.01%
70,132
+1,699
362
$3M 0.01%
12,414
+1,517
363
$2.99M 0.01%
+47,448
364
$2.99M 0.01%
69,515
-19,910
365
$2.97M 0.01%
72,000
+526
366
$2.97M 0.01%
38,499
+851
367
$2.96M 0.01%
149,376
-60,829
368
$2.94M 0.01%
8,139
+1,897
369
$2.93M 0.01%
8,320
+3,520
370
$2.91M 0.01%
2,499
+1,392
371
$2.89M 0.01%
35,922
-3,593
372
$2.88M 0.01%
29,836
+6,591
373
$2.87M 0.01%
24,515
-554
374
$2.86M 0.01%
25,038
-783
375
$2.86M 0.01%
64,024
+45,476
13 14
15
16 17