Wealthfront Advisers

Wealthfront Advisers Portfolio holdings

AUM $38.8B
1-Year Est. Return 14.38%
This Quarter Est. Return
1 Year Est. Return
+14.38%
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
26
$138M 0.46%
1,250,481
+727,783
27
$126M 0.42%
1,545,247
+101,302
28
$126M 0.42%
983,914
-7,146
29
$121M 0.41%
1,325,850
-43,638
30
$105M 0.35%
1,082,094
+126,593
31
$101M 0.34%
552,372
+19,230
32
$95.3M 0.32%
105,217
-930
33
$92.9M 0.31%
3,011,107
+281,422
34
$90.3M 0.3%
3,751,682
+136,752
35
$88M 0.3%
2,623,131
+113,230
36
$87.3M 0.29%
1,108,759
+16,398
37
$86.2M 0.29%
469,985
+10,443
38
$84.9M 0.29%
1,178,923
-51,657
39
$75.8M 0.26%
1,797,345
-151,423
40
$70.6M 0.24%
440,010
+15,660
41
$69.4M 0.23%
127,443
+14,361
42
$68.8M 0.23%
143,687
+9,234
43
$68M 0.23%
2,722,690
+652,495
44
$59.7M 0.2%
2,293,846
-170,510
45
$59.6M 0.2%
146,543
+1,530
46
$54.8M 0.18%
270,909
+6,103
47
$52.2M 0.18%
2,297,518
+241,438
48
$50M 0.17%
434,636
+69,427
49
$46.2M 0.16%
68,530
-657
50
$44.8M 0.15%
1,439,476
+272,186
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