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
426
$2.36M 0.01%
4,808
+352
427
$2.35M 0.01%
17,815
+6,687
428
$2.34M 0.01%
11,104
+6,227
429
$2.34M 0.01%
22,713
+3,317
430
$2.34M 0.01%
72,584
-1,073
431
$2.33M 0.01%
9,720
-1,771
432
$2.29M 0.01%
113,040
-3,956
433
$2.28M 0.01%
61,676
-26,193
434
$2.28M 0.01%
45,058
+4,626
435
$2.27M 0.01%
46,530
+5,309
436
$2.24M 0.01%
9,460
+8,081
437
$2.23M 0.01%
29,289
-5,682
438
$2.23M 0.01%
43,754
+1,477
439
$2.23M 0.01%
10,825
+3,394
440
$2.22M 0.01%
11,585
-772
441
$2.2M 0.01%
25,491
-933
442
$2.2M 0.01%
4,402
+305
443
$2.19M 0.01%
13,351
+6,271
444
$2.18M 0.01%
24,317
+15,636
445
$2.18M 0.01%
18,442
+8,102
446
$2.18M 0.01%
11,453
+293
447
$2.17M 0.01%
7,000
-192
448
$2.14M 0.01%
+42,619
449
$2.14M 0.01%
15,359
+5,383
450
$2.13M 0.01%
89,994
+604
16 17
18
19 20