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
576
$1.27M ﹤0.01%
15,638
+913
577
$1.27M ﹤0.01%
11,492
+1,867
578
$1.27M ﹤0.01%
9,592
+4,710
579
$1.25M ﹤0.01%
4,485
+2,933
580
$1.25M ﹤0.01%
11,140
+3,012
581
$1.25M ﹤0.01%
16,913
+890
582
$1.25M ﹤0.01%
20,813
-254
583
$1.25M ﹤0.01%
2,780
-60
584
$1.25M ﹤0.01%
5,141
+264
585
$1.24M ﹤0.01%
21,934
+4,124
586
$1.24M ﹤0.01%
40,424
+1,692
587
$1.24M ﹤0.01%
6,098
-231
588
$1.24M ﹤0.01%
109,212
+5,164
589
$1.22M ﹤0.01%
13,129
-491
590
$1.21M ﹤0.01%
24,954
+1,862
591
$1.21M ﹤0.01%
32,698
+2,094
592
$1.21M ﹤0.01%
11,402
-460
593
$1.21M ﹤0.01%
16,970
+2,055
594
$1.21M ﹤0.01%
35,469
+11,056
595
$1.2M ﹤0.01%
16,425
+1,439
596
$1.19M ﹤0.01%
9,159
-27,736
597
$1.18M ﹤0.01%
23,298
-79,434
598
$1.16M ﹤0.01%
41,733
+672
599
$1.16M ﹤0.01%
27,999
-51,933
600
$1.15M ﹤0.01%
15,281
+2,255
22 23
24
25 26