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
376
$3.13M 0.01%
26,530
+4,626
377
$3.13M 0.01%
29,252
+8,944
378
$3.13M 0.01%
6,059
+325
379
$3.12M 0.01%
63,224
-6,619
380
$3.09M 0.01%
22,165
-1,314
381
$3.09M 0.01%
14,150
+173
382
$3.05M 0.01%
55,398
+13,724
383
$3.03M 0.01%
+34,947
384
$3.01M 0.01%
21,969
+3,238
385
$2.99M 0.01%
41,900
-17,891
386
$2.97M 0.01%
3,924
-2,087
387
$2.95M 0.01%
15,240
-463
388
$2.94M 0.01%
44,386
-4,936
389
$2.94M 0.01%
10,610
+812
390
$2.92M 0.01%
38,367
+17,127
391
$2.91M 0.01%
48,659
+17,149
392
$2.9M 0.01%
54,661
+6,695
393
$2.88M 0.01%
51,616
-1,826
394
$2.88M 0.01%
128,933
-44,323
395
$2.84M 0.01%
31,277
+5,221
396
$2.84M 0.01%
76,779
+64,671
397
$2.84M 0.01%
37,963
+2,475
398
$2.83M 0.01%
145,588
-5,426
399
$2.83M 0.01%
47,904
-23,513
400
$2.79M 0.01%
21,103
-24,327
14 15
16
17 18