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
376
$4.08M 0.01%
21,761
-183
377
$4.08M 0.01%
88,069
-1,381
378
$4.07M 0.01%
203,215
+20,904
379
$4.07M 0.01%
25,049
+47
380
$4.03M 0.01%
4,275
+321
381
$4M 0.01%
34,289
+5,936
382
$3.99M 0.01%
90,316
+13,892
383
$3.93M 0.01%
149,438
+16,365
384
$3.91M 0.01%
74,254
-2,990
385
$3.9M 0.01%
13,415
+4,368
386
$3.85M 0.01%
11,412
-369
387
$3.8M 0.01%
44,850
+4,163
388
$3.77M 0.01%
74,984
-488
389
$3.75M 0.01%
33,136
+4,585
390
$3.75M 0.01%
100,619
-68,648
391
$3.7M 0.01%
10,627
+393
392
$3.69M 0.01%
+98,008
393
$3.67M 0.01%
39,622
+107
394
$3.66M 0.01%
49,195
-713
395
$3.64M 0.01%
140,935
+14,339
396
$3.57M 0.01%
63,680
+58
397
$3.55M 0.01%
12,007
+768
398
$3.55M 0.01%
24,237
+2,704
399
$3.54M 0.01%
23,480
-909
400
$3.52M 0.01%
5,861
+655
14 15
16
17 18