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
451
$2.32M 0.01%
48,042
-2,014
452
$2.3M 0.01%
119,866
-5,670
453
$2.3M 0.01%
13,837
-2,406
454
$2.29M 0.01%
30,327
+5,715
455
$2.29M 0.01%
23,386
-961
456
$2.28M 0.01%
54,125
-45,865
457
$2.24M 0.01%
17,162
-1,361
458
$2.24M 0.01%
59,122
+6,961
459
$2.2M 0.01%
76,087
+128
460
$2.2M 0.01%
29,695
-1,409
461
$2.19M 0.01%
51,137
-1,703
462
$2.19M 0.01%
43,787
-15,630
463
$2.19M 0.01%
9,051
-1,576
464
$2.18M 0.01%
40,780
+10,722
465
$2.18M 0.01%
14,361
+1,092
466
$2.17M 0.01%
38,481
+5,729
467
$2.13M 0.01%
7,128
+2,636
468
$2.12M 0.01%
20,409
+930
469
$2.12M 0.01%
9,682
+5,027
470
$2.12M 0.01%
8,741
-195
471
$2.1M 0.01%
35,890
+13,561
472
$2.09M 0.01%
22,350
-1,027
473
$2.08M 0.01%
28,260
+1,003
474
$2.08M 0.01%
5,460
+1,456
475
$2.06M 0.01%
11,247
+324
17 18
19
20 21