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
501
$1.67M 0.01%
60,724
-8,935
502
$1.67M 0.01%
37,472
+3,992
503
$1.67M 0.01%
47,402
+8,923
504
$1.67M 0.01%
11,909
+2,870
505
$1.66M 0.01%
95,999
-2,121
506
$1.63M 0.01%
20,091
+7,866
507
$1.63M 0.01%
49,856
-1,704
508
$1.62M 0.01%
17,760
+621
509
$1.57M 0.01%
20,335
-662
510
$1.57M 0.01%
7,069
+1,784
511
$1.55M 0.01%
11,448
+3,479
512
$1.54M 0.01%
5,932
+332
513
$1.53M 0.01%
218
-22
514
$1.52M 0.01%
9,641
+151
515
$1.52M 0.01%
10,693
+4,125
516
$1.5M 0.01%
108,953
-24,790
517
$1.49M 0.01%
40,447
-1,430
518
$1.49M 0.01%
25,114
-4,919
519
$1.49M 0.01%
7,232
+1,048
520
$1.49M 0.01%
12,170
-230
521
$1.49M 0.01%
18,026
-430
522
$1.48M 0.01%
27,502
+5,727
523
$1.47M 0.01%
44,714
+4,089
524
$1.46M 0.01%
7,662
-2,063
525
$1.46M 0.01%
4,135
-496
19 20
21
22 23