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
401
$3.5M 0.01%
20,191
+5,547
402
$3.5M 0.01%
5,911
-496
403
$3.47M 0.01%
38,834
+5,982
404
$3.46M 0.01%
94,092
+69,816
405
$3.43M 0.01%
26,160
+13,639
406
$3.41M 0.01%
85,807
+32,009
407
$3.37M 0.01%
143,640
+1,414
408
$3.37M 0.01%
166,766
+15,774
409
$3.36M 0.01%
24,410
-2,952
410
$3.35M 0.01%
18,923
+7
411
$3.31M 0.01%
50,673
+557
412
$3.3M 0.01%
62,775
+17,729
413
$3.26M 0.01%
54,263
+5,018
414
$3.26M 0.01%
35,317
-6,091
415
$3.22M 0.01%
11,188
+436
416
$3.22M 0.01%
56,014
+13,178
417
$3.21M 0.01%
71,015
+11,282
418
$3.2M 0.01%
82,411
-1,454
419
$3.19M 0.01%
102,019
-3,244
420
$3.19M 0.01%
22,034
+2,733
421
$3.17M 0.01%
46,338
-10,792
422
$3.16M 0.01%
19,423
-954
423
$3.13M 0.01%
10,449
-17
424
$3.13M 0.01%
17,516
+15,617
425
$3.1M 0.01%
12,016
+2,027
15 16
17
18 19