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
$34.2B
AUM Growth
+$1.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
934
New
Increased
Reduced
Closed

Top Buys

1
+$511M
2
+$438M
3
+$390M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$233M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$216M

Top Sells

1
+$354M
2
+$264M
3
+$231M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$56.3M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$35.8M

Sector Composition

1 Technology 5.44%
2 Financials 2.35%
3 Consumer Discretionary 1.88%
4 Communication Services 1.68%
5 Healthcare 1.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$1.22M ﹤0.01%
6,528
+486
627
$1.21M ﹤0.01%
43,076
-12,264
628
$1.21M ﹤0.01%
38,472
-3,594
629
$1.21M ﹤0.01%
3,255
+349
630
$1.18M ﹤0.01%
5,196
+909
631
$1.18M ﹤0.01%
55,128
+9,542
632
$1.17M ﹤0.01%
12,724
+585
633
$1.17M ﹤0.01%
11,035
-143
634
$1.14M ﹤0.01%
19,836
+81
635
$1.13M ﹤0.01%
13,327
+133
636
$1.13M ﹤0.01%
16,517
-28
637
$1.12M ﹤0.01%
33,064
-134
638
$1.12M ﹤0.01%
19,149
+3,730
639
$1.1M ﹤0.01%
36,555
-677
640
$1.1M ﹤0.01%
11,345
-743
641
$1.1M ﹤0.01%
52,066
-568
642
$1.09M ﹤0.01%
14,620
-3,528
643
$1.09M ﹤0.01%
5,334
+570
644
$1.09M ﹤0.01%
4,914
+1,881
645
$1.09M ﹤0.01%
5,246
+1,422
646
$1.08M ﹤0.01%
29,031
+6,997
647
$1.07M ﹤0.01%
21,592
+6,567
648
$1.06M ﹤0.01%
10,437
+1,700
649
$1.06M ﹤0.01%
17,073
-126
650
$1.06M ﹤0.01%
31,408
-2,326
24 25
26
27 28