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
501
$1.87M 0.01%
23,853
+905
502
$1.87M 0.01%
48,162
+4,123
503
$1.86M 0.01%
31,429
+1,524
504
$1.86M 0.01%
13,744
-1,044
505
$1.84M 0.01%
12,735
-535
506
$1.84M 0.01%
8,898
+2,637
507
$1.83M 0.01%
47,933
+27,353
508
$1.82M 0.01%
14,117
+5,338
509
$1.82M 0.01%
8,801
-407
510
$1.81M 0.01%
43,921
+35,580
511
$1.79M 0.01%
27,545
-858
512
$1.78M 0.01%
1,130
+427
513
$1.77M 0.01%
53,430
-1,709
514
$1.76M 0.01%
7,681
+50
515
$1.76M 0.01%
28,324
-7,129
516
$1.76M 0.01%
61,054
+24,800
517
$1.74M 0.01%
8,794
+1,004
518
$1.72M 0.01%
81,789
+3,085
519
$1.7M 0.01%
13,172
-543
520
$1.7M 0.01%
5,715
-2,358
521
$1.69M 0.01%
8,811
-3,204
522
$1.69M 0.01%
23,267
+1,926
523
$1.69M 0.01%
27,934
+5,356
524
$1.69M 0.01%
7,024
+3,746
525
$1.68M 0.01%
15,172
+2,652
19 20
21
22 23