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
26
$216M 0.63%
983,249
+68,579
27
$212M 0.62%
786,089
-43,679
28
$171M 0.5%
291,256
+13,295
29
$155M 0.45%
5,030,086
+1,636,038
30
$152M 0.44%
1,444,923
+263,649
31
$137M 0.4%
1,373,625
+937,483
32
$118M 0.35%
976,529
-16,179
33
$118M 0.34%
291,942
+52,360
34
$112M 0.33%
592,590
+54,840
35
$110M 0.32%
476,609
+25,407
36
$106M 0.31%
1,234,552
-63,204
37
$103M 0.3%
175,347
+37,770
38
$101M 0.3%
1,238,065
-305,888
39
$96.3M 0.28%
2,260,377
-105,580
40
$91.8M 0.27%
482,220
+32,306
41
$90.4M 0.26%
3,755,864
-1,089,952
42
$88.3M 0.26%
172,816
+19,351
43
$85.8M 0.25%
1,126,828
-43,574
44
$84.6M 0.25%
2,533,952
-319,097
45
$81M 0.24%
736,011
-511,667
46
$80.8M 0.24%
104,653
+808
47
$76.5M 0.22%
168,732
+12,990
48
$74.9M 0.22%
2,966,834
+502,399
49
$69.3M 0.2%
289,162
+16,746
50
$65.8M 0.19%
914,878
-350,066
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