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
526
$1.68M 0.01%
35,679
+3,590
527
$1.68M 0.01%
79,446
+8,775
528
$1.67M 0.01%
12,050
-266
529
$1.65M 0.01%
40,178
-9,056
530
$1.64M 0.01%
21,014
+564
531
$1.62M 0.01%
34,968
-16,218
532
$1.61M 0.01%
11,513
-829
533
$1.6M 0.01%
45,633
-27,411
534
$1.59M 0.01%
11,869
+4,239
535
$1.59M 0.01%
13,123
+3,549
536
$1.57M 0.01%
27,005
-2,545
537
$1.57M 0.01%
207
-10
538
$1.57M 0.01%
24,109
+2,183
539
$1.56M 0.01%
3,987
+228
540
$1.56M 0.01%
28,981
+5,026
541
$1.55M 0.01%
10,311
+973
542
$1.55M 0.01%
10,627
+3,282
543
$1.54M 0.01%
6,609
-4,810
544
$1.54M 0.01%
31,004
+16,901
545
$1.54M 0.01%
26,858
+15,774
546
$1.52M 0.01%
55,065
+4,632
547
$1.52M 0.01%
30,079
+326
548
$1.48M 0.01%
25,762
+2,444
549
$1.47M 0.01%
7,246
+2,289
550
$1.47M 0.01%
+17,980
20 21
22
23 24