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
401
$2.78M 0.01%
102,862
+18,001
402
$2.78M 0.01%
57,587
+9,666
403
$2.75M 0.01%
14,890
-336
404
$2.75M 0.01%
90,254
-28,153
405
$2.72M 0.01%
12,158
+3,212
406
$2.71M 0.01%
137,230
-40,405
407
$2.71M 0.01%
35,328
-2,180
408
$2.7M 0.01%
50,179
+5,665
409
$2.7M 0.01%
80,170
+7,509
410
$2.7M 0.01%
41,824
-1,008
411
$2.69M 0.01%
149,684
+2,728
412
$2.69M 0.01%
152,179
+35,898
413
$2.68M 0.01%
21,506
-3,985
414
$2.68M 0.01%
153,485
+2,504
415
$2.67M 0.01%
9,296
+2,933
416
$2.67M 0.01%
60,138
-2,098
417
$2.67M 0.01%
60,636
-1,890
418
$2.63M 0.01%
9,872
-200
419
$2.62M 0.01%
22,083
+8,081
420
$2.6M 0.01%
138,961
-15,963
421
$2.58M 0.01%
93,305
-1,161
422
$2.58M 0.01%
37,585
-12,898
423
$2.57M 0.01%
61,740
+14,793
424
$2.57M 0.01%
10,372
-373
425
$2.56M 0.01%
42,527
-3,352
15 16
17
18 19