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
426
$3.1M 0.01%
170,060
-9,872
427
$3.08M 0.01%
26,779
+2,414
428
$3.04M 0.01%
72,713
-5,623
429
$3.03M 0.01%
266,458
-60,954
430
$3.02M 0.01%
56,186
+4,061
431
$3.01M 0.01%
11,852
+1,524
432
$3M 0.01%
17,100
+702
433
$2.98M 0.01%
12,266
+781
434
$2.97M 0.01%
12,620
+4,324
435
$2.96M 0.01%
6,967
+2,343
436
$2.94M 0.01%
4,220
+34
437
$2.93M 0.01%
11,099
+1,190
438
$2.93M 0.01%
7,665
-745
439
$2.93M 0.01%
25,667
+4,631
440
$2.93M 0.01%
17,826
+3,771
441
$2.91M 0.01%
37,609
-1,456
442
$2.88M 0.01%
96,101
-569
443
$2.86M 0.01%
24,616
+710
444
$2.86M 0.01%
36,609
+28,938
445
$2.85M 0.01%
26,439
+2,049
446
$2.84M 0.01%
36,209
+2,497
447
$2.83M 0.01%
25,686
+4,926
448
$2.83M 0.01%
48,070
+1,246
449
$2.82M 0.01%
139,177
-32,342
450
$2.81M 0.01%
49,781
+1,177
16 17
18
19 20