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
401
$2.59M 0.01%
10,648
+157
402
$2.58M 0.01%
128,396
-2,495
403
$2.58M 0.01%
139,292
-76,380
404
$2.58M 0.01%
118,525
+2,967
405
$2.56M 0.01%
28,460
+9,682
406
$2.55M 0.01%
13,981
+1,106
407
$2.53M 0.01%
15,510
+11,369
408
$2.5M 0.01%
12,503
+1,465
409
$2.5M 0.01%
69,542
-20,438
410
$2.47M 0.01%
6,039
+2,035
411
$2.46M 0.01%
9,803
+2,001
412
$2.46M 0.01%
41,977
+380
413
$2.44M 0.01%
+24,329
414
$2.43M 0.01%
42,808
+23,322
415
$2.42M 0.01%
26,697
+18,490
416
$2.41M 0.01%
33,510
-34,502
417
$2.4M 0.01%
15,712
-439
418
$2.39M 0.01%
41,438
+4,308
419
$2.39M 0.01%
5,800
-1,956
420
$2.38M 0.01%
34,966
+4,593
421
$2.37M 0.01%
34,118
+1,557
422
$2.37M 0.01%
10,458
+122
423
$2.37M 0.01%
16,948
+991
424
$2.36M 0.01%
27,328
-6,838
425
$2.36M 0.01%
47,382
+2,452
15 16
17
18 19