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
$11.9B
AUM Growth
+$416M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
502
New
Increased
Reduced
Closed

Top Buys

1
+$210M
2
+$84.6M
3
+$63.5M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$41.9M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$23.9M

Top Sells

1
+$94.2M
2
+$19.8M
3
+$5.29M
4
PFE icon
Pfizer
PFE
+$2.72M
5
NFLX icon
Netflix
NFLX
+$2.38M

Sector Composition

1 Financials 1.78%
2 Technology 1.69%
3 Healthcare 0.92%
4 Communication Services 0.89%
5 Consumer Discretionary 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$241K ﹤0.01%
3,251
+81
452
$239K ﹤0.01%
+4,128
453
$235K ﹤0.01%
+9,103
454
$233K ﹤0.01%
14,262
-18,804
455
$228K ﹤0.01%
+2,145
456
$225K ﹤0.01%
+2,030
457
$224K ﹤0.01%
2,645
-70
458
$221K ﹤0.01%
7,001
+306
459
$219K ﹤0.01%
2,011
-241
460
$217K ﹤0.01%
+1,515
461
$212K ﹤0.01%
+3,744
462
$211K ﹤0.01%
21,608
+10,361
463
$208K ﹤0.01%
1,006
-17
464
$207K ﹤0.01%
+1,343
465
$204K ﹤0.01%
10,248
-12,107
466
$203K ﹤0.01%
+1,272
467
$203K ﹤0.01%
1,406
-11
468
$200K ﹤0.01%
1,631
+19
469
$37K ﹤0.01%
10,930
-2
470
– –
-2,185
471
– –
-20,249
472
– –
-2,409
473
– –
-11,282
474
– –
-7,549
475
– –
-11,295
17 18
19
20 21