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
$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
476
$2.04M 0.01%
14,051
+317
477
$2.01M 0.01%
105,986
-3,899
478
$2.01M 0.01%
69,174
+38,221
479
$2.01M 0.01%
36,461
-278
480
$1.99M 0.01%
8,905
-3,200
481
$1.99M 0.01%
35,573
-657
482
$1.97M 0.01%
33,301
+2,207
483
$1.97M 0.01%
10,006
-412
484
$1.97M 0.01%
8,096
+6
485
$1.97M 0.01%
15,176
-1,029
486
$1.96M 0.01%
142,920
+78,815
487
$1.95M 0.01%
9,535
+3,348
488
$1.95M 0.01%
22,488
+409
489
$1.94M 0.01%
61,372
+19,497
490
$1.93M 0.01%
12,678
+3,021
491
$1.92M 0.01%
25,848
-6,171
492
$1.91M 0.01%
23,891
-6,987
493
$1.9M 0.01%
27,700
+743
494
$1.9M 0.01%
79,395
-3,121
495
$1.9M 0.01%
15,994
-111
496
$1.89M 0.01%
10,337
+1,774
497
$1.89M 0.01%
13,632
+6,087
498
$1.88M 0.01%
8,753
+1,180
499
$1.87M 0.01%
27,026
+316
500
$1.87M 0.01%
66,498
+52,649
18 19
20
21 22