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
576
$1.12M ﹤0.01%
20,070
-1,061
577
$1.12M ﹤0.01%
48,472
+2,412
578
$1.11M ﹤0.01%
20,107
+2,038
579
$1.11M ﹤0.01%
7,316
+2,675
580
$1.1M ﹤0.01%
22,362
+3,115
581
$1.1M ﹤0.01%
25,507
-1,199
582
$1.07M ﹤0.01%
6,568
+2,138
583
$1.07M ﹤0.01%
4,916
+3,221
584
$1.06M ﹤0.01%
14,718
-3,102
585
$1.05M ﹤0.01%
2,211
-81
586
$1.05M ﹤0.01%
2,791
+1,040
587
$1.05M ﹤0.01%
12,948
+165
588
$1.03M ﹤0.01%
21,382
-700
589
$1.03M ﹤0.01%
7,407
-15,668
590
$1.02M ﹤0.01%
4,638
+720
591
$1.01M ﹤0.01%
7,981
+1,182
592
$1M ﹤0.01%
21,304
-6,269,119
593
$996K ﹤0.01%
16,277
+6,167
594
$990K ﹤0.01%
+7,307
595
$987K ﹤0.01%
15,583
+3,358
596
$986K ﹤0.01%
813
-13
597
$977K ﹤0.01%
22,396
-12,454
598
$976K ﹤0.01%
11,777
+886
599
$973K ﹤0.01%
33,818
+906
600
$956K ﹤0.01%
19,974
+1,922
22 23
24
25 26