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
626
$797K ﹤0.01%
11,655
-35,637
627
$797K ﹤0.01%
5,966
+1,072
628
$796K ﹤0.01%
33,016
+5,725
629
$791K ﹤0.01%
6,875
+2,027
630
$790K ﹤0.01%
37,694
+1,052
631
$789K ﹤0.01%
5,871
-267
632
$789K ﹤0.01%
7,287
+1,716
633
$788K ﹤0.01%
3,180
+467
634
$772K ﹤0.01%
29,160
+10,118
635
$772K ﹤0.01%
7,588
+2,196
636
$771K ﹤0.01%
45,415
+17,391
637
$769K ﹤0.01%
12,794
-10,783
638
$766K ﹤0.01%
6,867
+215
639
$764K ﹤0.01%
6,993
+2,829
640
$761K ﹤0.01%
8,682
+1,863
641
$743K ﹤0.01%
+4,234
642
$739K ﹤0.01%
33,209
+2,329
643
$737K ﹤0.01%
12,720
-7,996
644
$731K ﹤0.01%
29,752
-11,544
645
$729K ﹤0.01%
19,396
-5,345
646
$727K ﹤0.01%
24,457
+4,588
647
$720K ﹤0.01%
30,911
+9,194
648
$720K ﹤0.01%
14,288
+167
649
$719K ﹤0.01%
10,067
-13,811
650
$716K ﹤0.01%
12,428
-8,195
24 25
26
27 28