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
426
$2.56M 0.01%
9,764
+244
427
$2.56M 0.01%
11,378
-1,611
428
$2.54M 0.01%
9,239
+1,320
429
$2.54M 0.01%
15,441
-2,906
430
$2.54M 0.01%
30,807
+3,619
431
$2.51M 0.01%
62,444
+12,378
432
$2.49M 0.01%
74,414
+5,551
433
$2.48M 0.01%
9,990
-342
434
$2.48M 0.01%
104,430
-5,626
435
$2.47M 0.01%
19,051
+856
436
$2.46M 0.01%
79,321
+14,621
437
$2.46M 0.01%
12,074
+447
438
$2.44M 0.01%
43,617
-482
439
$2.42M 0.01%
29,567
+4,599
440
$2.42M 0.01%
9,204
+2,405
441
$2.41M 0.01%
17,849
+14,436
442
$2.39M 0.01%
46,698
+4,496
443
$2.39M 0.01%
17,476
-1,551
444
$2.39M 0.01%
28,395
-23,003
445
$2.38M 0.01%
22,604
+3,677
446
$2.37M 0.01%
28,604
+4,870
447
$2.36M 0.01%
4,903
-1,281
448
$2.35M 0.01%
17,637
+339
449
$2.33M 0.01%
26,003
-688
450
$2.33M 0.01%
4,299
-13
16 17
18
19 20