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
626
$987K ﹤0.01%
14,943
+3,091
627
$985K ﹤0.01%
26,274
+7,452
628
$984K ﹤0.01%
39,549
+7,136
629
$983K ﹤0.01%
34,369
+20,343
630
$981K ﹤0.01%
14,759
+2,039
631
$965K ﹤0.01%
16,967
-111
632
$961K ﹤0.01%
24,609
+2,959
633
$954K ﹤0.01%
6,829
+3,000
634
$938K ﹤0.01%
15,563
-510
635
$932K ﹤0.01%
23,598
+1,480
636
$931K ﹤0.01%
32,798
-104,304
637
$920K ﹤0.01%
20,109
-1,719
638
$917K ﹤0.01%
35,309
+4,630
639
$909K ﹤0.01%
7,357
+538
640
$905K ﹤0.01%
+31,879
641
$902K ﹤0.01%
6,324
+946
642
$900K ﹤0.01%
12,680
-131
643
$898K ﹤0.01%
40,789
+4,885
644
$897K ﹤0.01%
7,599
+1,103
645
$895K ﹤0.01%
17,531
-1,005
646
$888K ﹤0.01%
5,549
-7,327
647
$878K ﹤0.01%
3,411
-1,416
648
$869K ﹤0.01%
10,925
+1,682
649
$867K ﹤0.01%
116,488
+92,152
650
$864K ﹤0.01%
7,087
-955
24 25
26
27 28