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
451
$2.79M 0.01%
7,229
+3,592
452
$2.77M 0.01%
32,739
+3,771
453
$2.75M 0.01%
13,537
+10,959
454
$2.74M 0.01%
35,873
-301
455
$2.73M 0.01%
109,566
+4,319
456
$2.73M 0.01%
12,128
-67
457
$2.67M 0.01%
73,442
+14,773
458
$2.67M 0.01%
22,332
+15,661
459
$2.66M 0.01%
61,273
+15,442
460
$2.65M 0.01%
28,632
+4,390
461
$2.64M 0.01%
41,675
+5,057
462
$2.63M 0.01%
15,883
+3,293
463
$2.61M 0.01%
37,834
+5,970
464
$2.61M 0.01%
18,615
+2,867
465
$2.61M 0.01%
102,471
+33,618
466
$2.6M 0.01%
19,782
+7,197
467
$2.59M 0.01%
14,461
-132
468
$2.59M 0.01%
10,085
+361
469
$2.59M 0.01%
54,504
+33,281
470
$2.55M 0.01%
10,060
+2,209
471
$2.53M 0.01%
17,587
+805
472
$2.53M 0.01%
66,635
+51,755
473
$2.53M 0.01%
12,820
+2,747
474
$2.53M 0.01%
6,118
-1,087
475
$2.52M 0.01%
79,097
+2,555
17 18
19
20 21