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
376
$2.86M 0.01%
158,538
-27,238
377
$2.84M 0.01%
56,535
-936
378
$2.82M 0.01%
37,948
-328
379
$2.82M 0.01%
26,165
-17,427
380
$2.8M 0.01%
78,055
-22,981
381
$2.8M 0.01%
45,643
+12,382
382
$2.78M 0.01%
68,180
+30,010
383
$2.77M 0.01%
11,379
-8,242
384
$2.77M 0.01%
20,110
+1,704
385
$2.76M 0.01%
254,742
+69,867
386
$2.76M 0.01%
13,855
+2,679
387
$2.75M 0.01%
21,699
+4,576
388
$2.75M 0.01%
80,524
+3,906
389
$2.75M 0.01%
141,157
+34,925
390
$2.75M 0.01%
8,769
+245
391
$2.74M 0.01%
37,962
-736
392
$2.74M 0.01%
14,268
+4,236
393
$2.74M 0.01%
33,693
+5,389
394
$2.72M 0.01%
31,106
-1,967
395
$2.68M 0.01%
35,139
-20,353
396
$2.67M 0.01%
9,745
+4,571
397
$2.65M 0.01%
39,626
-14,554
398
$2.62M 0.01%
32,290
+1,200
399
$2.6M 0.01%
80,301
-41,367
400
$2.6M 0.01%
34,843
+12,089
14 15
16
17 18