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
551
$1.28M ﹤0.01%
26,698
-30,364
552
$1.27M ﹤0.01%
16,433
+469
553
$1.27M ﹤0.01%
5,571
+1,057
554
$1.26M ﹤0.01%
32,688
+15,181
555
$1.25M ﹤0.01%
7,255
+2,583
556
$1.25M ﹤0.01%
31,864
-2,111
557
$1.23M ﹤0.01%
30,041
-12,516
558
$1.23M ﹤0.01%
32,179
-1,203
559
$1.23M ﹤0.01%
13,082
+1,148
560
$1.22M ﹤0.01%
7,700
-1,149
561
$1.22M ﹤0.01%
4,945
-308
562
$1.22M ﹤0.01%
10,810
-4,626
563
$1.21M ﹤0.01%
21,047
+11,854
564
$1.21M ﹤0.01%
14,529
-912
565
$1.19M ﹤0.01%
8,776
+3,611
566
$1.19M ﹤0.01%
6,631
+549
567
$1.18M ﹤0.01%
14,841
+2,200
568
$1.18M ﹤0.01%
33,687
-24,086
569
$1.17M ﹤0.01%
12,388
+516
570
$1.17M ﹤0.01%
10,618
+2,081
571
$1.17M ﹤0.01%
15,225
-4,588
572
$1.17M ﹤0.01%
49,347
-15
573
$1.16M ﹤0.01%
25,395
+12,946
574
$1.15M ﹤0.01%
6,125
-2,260
575
$1.13M ﹤0.01%
22,519
+3,489
21 22
23
24 25