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
526
$2.02M 0.01%
9,203
-1,700
527
$1.97M 0.01%
21,578
-1,161
528
$1.97M 0.01%
116,195
-1,266
529
$1.96M 0.01%
93,063
+32,100
530
$1.95M 0.01%
32,939
+3,014
531
$1.95M 0.01%
18,029
-79
532
$1.91M 0.01%
124,344
+20,215
533
$1.91M 0.01%
30,755
+1,622
534
$1.9M 0.01%
21,456
+6,057
535
$1.89M 0.01%
67,066
+11,566
536
$1.88M 0.01%
14,836
+2,729
537
$1.88M 0.01%
8,929
-1,591
538
$1.86M 0.01%
25,005
+3,190
539
$1.85M 0.01%
28,421
+1,894
540
$1.85M 0.01%
26,280
+1,993
541
$1.84M 0.01%
8,042
+224
542
$1.83M 0.01%
77,643
+98
543
$1.82M 0.01%
73,702
+39,164
544
$1.82M 0.01%
32,096
+4,914
545
$1.81M 0.01%
23,123
+291
546
$1.8M 0.01%
26,290
-496
547
$1.78M 0.01%
16,187
-21,973
548
$1.78M 0.01%
23,549
+2,615
549
$1.78M 0.01%
16,735
+2,326
550
$1.78M 0.01%
15,136
+3,195
20 21
22
23 24