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
501
$2.25M 0.01%
47,935
-7,488
502
$2.23M 0.01%
20,161
-603
503
$2.23M 0.01%
72,459
+14,227
504
$2.23M 0.01%
9,858
+61
505
$2.22M 0.01%
4,307
+236
506
$2.22M 0.01%
5,298
-26
507
$2.22M 0.01%
11,778
+2,301
508
$2.2M 0.01%
31,190
+1,521
509
$2.19M 0.01%
32,324
-1,981
510
$2.19M 0.01%
7,665
+418
511
$2.17M 0.01%
43,659
-2,706
512
$2.17M 0.01%
67,143
-16,717
513
$2.16M 0.01%
11,554
+2,925
514
$2.16M 0.01%
9,192
-485
515
$2.16M 0.01%
13,333
+2,291
516
$2.14M 0.01%
24,858
-1,419
517
$2.13M 0.01%
13,805
+3,729
518
$2.12M 0.01%
29,502
+2,449
519
$2.1M 0.01%
66,249
+10,007
520
$2.09M 0.01%
26,833
+6,555
521
$2.06M 0.01%
15,697
+4,500
522
$2.06M 0.01%
51,122
+3,325
523
$2.05M 0.01%
89,370
+26,184
524
$2.04M 0.01%
27,633
-2
525
$2.04M 0.01%
+39,419
19 20
21
22 23