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
601
$1.14M ﹤0.01%
6,269
-384
602
$1.14M ﹤0.01%
816
+2
603
$1.12M ﹤0.01%
+17,314
604
$1.1M ﹤0.01%
3,573
-4,127
605
$1.09M ﹤0.01%
7,183
-9,492
606
$1.08M ﹤0.01%
19,950
-848
607
$1.08M ﹤0.01%
7,850
+780
608
$1.07M ﹤0.01%
31,521
-2,510
609
$1.06M ﹤0.01%
+12,154
610
$1.05M ﹤0.01%
11,627
-2,663
611
$1.05M ﹤0.01%
44,558
-19,767
612
$1.04M ﹤0.01%
36,923
+8,747
613
$1.04M ﹤0.01%
+42,239
614
$1.04M ﹤0.01%
12,838
+1,982
615
$1.04M ﹤0.01%
8,977
+1,485
616
$1.04M ﹤0.01%
29,925
+2,359
617
$1.03M ﹤0.01%
23,198
+5,086
618
$1.03M ﹤0.01%
10,787
-3,959
619
$1.03M ﹤0.01%
1,880
+625
620
$1.01M ﹤0.01%
7,373
-271
621
$1.01M ﹤0.01%
9,642
+1,360
622
$995K ﹤0.01%
7,902
-848
623
$993K ﹤0.01%
8,227
+699
624
$990K ﹤0.01%
20,418
+4,281
625
$989K ﹤0.01%
11,101
+2,987
23 24
25
26 27