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
551
$1.76M 0.01%
9,574
+839
552
$1.76M 0.01%
11,759
-73
553
$1.74M 0.01%
15,157
-1,057
554
$1.73M 0.01%
46,588
-1,016
555
$1.72M 0.01%
8,269
-622
556
$1.72M 0.01%
59,435
-9,018
557
$1.7M 0.01%
34,267
-2,484
558
$1.69M ﹤0.01%
207
+1
559
$1.69M ﹤0.01%
41,741
+1,484
560
$1.68M ﹤0.01%
62,648
+9,171
561
$1.67M ﹤0.01%
20,635
+4,217
562
$1.64M ﹤0.01%
21,217
+4,904
563
$1.64M ﹤0.01%
20,723
+4,496
564
$1.63M ﹤0.01%
35,444
+6,239
565
$1.63M ﹤0.01%
12,223
+214
566
$1.63M ﹤0.01%
28,067
-8,062
567
$1.62M ﹤0.01%
21,948
+5,846
568
$1.62M ﹤0.01%
941
-148
569
$1.62M ﹤0.01%
39,674
-5,157
570
$1.61M ﹤0.01%
28,082
+1,855
571
$1.6M ﹤0.01%
7,146
+780
572
$1.6M ﹤0.01%
20,381
-622
573
$1.6M ﹤0.01%
9,966
+1,248
574
$1.6M ﹤0.01%
51,749
+6,130
575
$1.58M ﹤0.01%
32,245
+2,424
21 22
23
24 25