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
651
$714K ﹤0.01%
6,143
-425
652
$712K ﹤0.01%
15,079
+1,226
653
$710K ﹤0.01%
2,330
-88
654
$707K ﹤0.01%
7,594
-648
655
$706K ﹤0.01%
2,280
-601
656
$701K ﹤0.01%
5,304
+81
657
$701K ﹤0.01%
3,029
-2,360
658
$689K ﹤0.01%
17,826
+11,027
659
$687K ﹤0.01%
30,453
+864
660
$686K ﹤0.01%
3,675
-7,966
661
$683K ﹤0.01%
5,897
-9
662
$681K ﹤0.01%
20,064
+1,319
663
$677K ﹤0.01%
8,691
+754
664
$672K ﹤0.01%
8,682
+248
665
$661K ﹤0.01%
1,580
-109
666
$650K ﹤0.01%
57,105
-863
667
$649K ﹤0.01%
7,359
-230
668
$646K ﹤0.01%
6,240
+952
669
$646K ﹤0.01%
14,572
+1,430
670
$634K ﹤0.01%
3,262
+1,392
671
$630K ﹤0.01%
18,467
+2,811
672
$617K ﹤0.01%
5,254
+1,512
673
$612K ﹤0.01%
8,527
-2,483
674
$611K ﹤0.01%
2,234
-8,159
675
$609K ﹤0.01%
4,812
+1,576
25 26
27
28 29