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
551
$1.47M 0.01%
21,607
+8,239
552
$1.47M ﹤0.01%
18,836
-1,142
553
$1.46M ﹤0.01%
35,817
+8,565
554
$1.44M ﹤0.01%
29,046
-5,905
555
$1.44M ﹤0.01%
6,392
+928
556
$1.43M ﹤0.01%
18,730
+255
557
$1.43M ﹤0.01%
9,194
-2,156
558
$1.43M ﹤0.01%
85,893
-99,505
559
$1.41M ﹤0.01%
17,470
-4,939
560
$1.41M ﹤0.01%
4,274
-2,345
561
$1.39M ﹤0.01%
50,047
-6,978
562
$1.39M ﹤0.01%
26,286
+440
563
$1.39M ﹤0.01%
47,659
-12,420
564
$1.39M ﹤0.01%
5,089
+1,492
565
$1.38M ﹤0.01%
16,844
-726
566
$1.36M ﹤0.01%
32,854
+708
567
$1.36M ﹤0.01%
7,084
-186
568
$1.35M ﹤0.01%
26,493
+2,636
569
$1.32M ﹤0.01%
88,094
-3,850
570
$1.32M ﹤0.01%
58,383
+6,196
571
$1.31M ﹤0.01%
13,809
+1,610
572
$1.31M ﹤0.01%
11,265
-4,941
573
$1.3M ﹤0.01%
9,473
-1,236
574
$1.28M ﹤0.01%
38,072
-1,287
575
$1.27M ﹤0.01%
55,400
-2,561
21 22
23
24 25