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
476
$1.88M 0.01%
67,006
-8,831
477
$1.86M 0.01%
38,812
+19,837
478
$1.85M 0.01%
30,180
-7,341
479
$1.82M 0.01%
21,652
-1,418
480
$1.81M 0.01%
21,274
+1,819
481
$1.8M 0.01%
3,514
+676
482
$1.79M 0.01%
13,117
-1,065
483
$1.76M 0.01%
12,056
-3,906
484
$1.76M 0.01%
84,282
-1,381
485
$1.75M 0.01%
7,370
+309
486
$1.75M 0.01%
+73,708
487
$1.74M 0.01%
7,225
-3,808
488
$1.74M 0.01%
46,289
-1,624
489
$1.73M 0.01%
10,775
+1,325
490
$1.72M 0.01%
60,031
-2,497
491
$1.72M 0.01%
10,400
+48
492
$1.71M 0.01%
28,644
+153
493
$1.71M 0.01%
22,853
+3,672
494
$1.71M 0.01%
32,727
+20,619
495
$1.7M 0.01%
6,708
+3,116
496
$1.7M 0.01%
4,366
-288
497
$1.69M 0.01%
7,167
+822
498
$1.69M 0.01%
22,301
+2,013
499
$1.68M 0.01%
94,009
-3,941
500
$1.68M 0.01%
54,044
+21,980
18 19
20
21 22