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
351
$4.53M 0.01%
46,942
+1,415
352
$4.48M 0.01%
57,884
+1,246
353
$4.48M 0.01%
52,675
+5,348
354
$4.43M 0.01%
58,071
+41,175
355
$4.42M 0.01%
332,210
-58,011
356
$4.38M 0.01%
15,852
+3,671
357
$4.33M 0.01%
15,203
+981
358
$4.32M 0.01%
13,783
+1,530
359
$4.31M 0.01%
14,354
-1,201
360
$4.28M 0.01%
80,734
+849
361
$4.26M 0.01%
48,602
+7,315
362
$4.25M 0.01%
29,731
+463
363
$4.23M 0.01%
14,601
+353
364
$4.21M 0.01%
45,686
+6,863
365
$4.21M 0.01%
14,963
+984
366
$4.17M 0.01%
54,208
+1,813
367
$4.16M 0.01%
12,214
+2,594
368
$4.15M 0.01%
76,202
+3,174
369
$4.13M 0.01%
163,354
+119,520
370
$4.13M 0.01%
42,066
+10,080
371
$4.12M 0.01%
36,282
+4,477
372
$4.12M 0.01%
47,748
-4,166
373
$4.12M 0.01%
14,958
-47
374
$4.12M 0.01%
37,626
-2,339
375
$4.09M 0.01%
16,978
+610
13 14
15
16 17