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
601
$947K ﹤0.01%
16,861
-12,616
602
$941K ﹤0.01%
12,431
-1,322
603
$939K ﹤0.01%
4,643
-16
604
$936K ﹤0.01%
26,083
-29,290
605
$934K ﹤0.01%
7,970
-17,195
606
$930K ﹤0.01%
2,824
+1,237
607
$920K ﹤0.01%
11,840
+1,917
608
$916K ﹤0.01%
26,589
+906
609
$903K ﹤0.01%
33,453
+3,335
610
$901K ﹤0.01%
10,094
+832
611
$893K ﹤0.01%
14,295
+1,220
612
$881K ﹤0.01%
7,525
+2,928
613
$881K ﹤0.01%
8,431
+599
614
$876K ﹤0.01%
15,069
+2,566
615
$874K ﹤0.01%
+34,999
616
$872K ﹤0.01%
9,516
-1,732
617
$862K ﹤0.01%
50,890
-5,248
618
$851K ﹤0.01%
20,820
-325
619
$843K ﹤0.01%
3,883
-145
620
$818K ﹤0.01%
3,152
-112
621
$814K ﹤0.01%
7,142
+183
622
$812K ﹤0.01%
39,200
-51,160
623
$807K ﹤0.01%
13,364
-1,171
624
$807K ﹤0.01%
9,891
-674
625
$801K ﹤0.01%
3,313
+263
23 24
25
26 27