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
26
$116M 0.45%
1,381,803
-29,509
27
$114M 0.44%
1,139,766
+708,867
28
$106M 0.41%
1,296,499
+869,171
29
$98M 0.38%
276,734
+7,332
30
$81M 0.31%
1,101,416
+8,454
31
$80M 0.31%
940,753
+55,418
32
$74.9M 0.29%
2,336,493
+315,272
33
$74.7M 0.29%
989,149
+82,605
34
$73.5M 0.28%
3,032,640
-1,793,094
35
$71.4M 0.27%
511,283
-10,761
36
$68.9M 0.26%
1,633,014
+370,222
37
$68.4M 0.26%
2,235,417
-142,160
38
$65.3M 0.25%
2,501,166
+1,919,728
39
$64.3M 0.25%
456,568
-13,921
40
$62.2M 0.24%
106,707
+533
41
$56.3M 0.22%
226,388
-1,521
42
$50.7M 0.19%
2,015,000
+55,981
43
$50.4M 0.19%
141,341
+4,454
44
$46.3M 0.18%
415,120
+6,180
45
$44.8M 0.17%
263,312
+12,273
46
$41.6M 0.16%
1,787,998
+175,204
47
$40.2M 0.15%
76,447
+9,587
48
$40.2M 0.15%
98,224
+9,229
49
$39.5M 0.15%
151,852
+5,582
50
$37.8M 0.15%
88,670
-2,237
1
2
3 4 5