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
451
$2.12M 0.01%
42,899
+15,501
452
$2.1M 0.01%
32,409
-2,494
453
$2.09M 0.01%
18,589
+2,959
454
$2.06M 0.01%
59,463
-788
455
$2.06M 0.01%
+41,249
456
$2.06M 0.01%
35,418
+4,874
457
$2.05M 0.01%
105,963
-67,625
458
$2.04M 0.01%
21,934
+1,207
459
$2.04M 0.01%
47,224
-6,276
460
$2.03M 0.01%
26,250
-668
461
$2.02M 0.01%
18,638
+1,993
462
$2M 0.01%
66,602
+4,027
463
$2M 0.01%
55,708
+32,906
464
$2M 0.01%
54,250
-1,360
465
$2M 0.01%
11,787
+2,839
466
$1.99M 0.01%
16,876
+2,538
467
$1.98M 0.01%
16,640
-6,832
468
$1.98M 0.01%
17,611
-110
469
$1.93M 0.01%
24,286
+18,632
470
$1.92M 0.01%
14,033
+2,052
471
$1.91M 0.01%
81,478
+5,972
472
$1.91M 0.01%
35,879
-15,936
473
$1.91M 0.01%
66,767
+1,231
474
$1.9M 0.01%
15,953
+601
475
$1.89M 0.01%
6,210
-7,672
17 18
19
20 21