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
351
$3.58M 0.01%
14,327
-1,232
352
$3.55M 0.01%
26,794
+410
353
$3.55M 0.01%
26,146
-355
354
$3.54M 0.01%
66,254
+21,308
355
$3.53M 0.01%
25,841
-26,425
356
$3.53M 0.01%
51,848
-2,408
357
$3.52M 0.01%
132,547
+23,489
358
$3.39M 0.01%
86,858
-3,166
359
$3.37M 0.01%
34,540
-163
360
$3.37M 0.01%
19,442
-3,031
361
$3.29M 0.01%
67,538
-966
362
$3.28M 0.01%
308,959
+36,259
363
$3.28M 0.01%
28,440
+1,170
364
$3.28M 0.01%
35,461
+1
365
$3.27M 0.01%
37,302
-3,071
366
$3.27M 0.01%
36,424
+244
367
$3.26M 0.01%
19,180
-10,413
368
$3.26M 0.01%
28,955
+3,354
369
$3.26M 0.01%
56,176
-2,670
370
$3.22M 0.01%
10,958
-2,149
371
$3.21M 0.01%
45,684
+2,678
372
$3.19M 0.01%
37,177
-975
373
$3.19M 0.01%
17,347
-3,382
374
$3.18M 0.01%
107,859
-3,875
375
$3.15M 0.01%
51,188
-4,251
13 14
15
16 17