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
651
$852K ﹤0.01%
7,084
+658
652
$852K ﹤0.01%
23,028
-5,168
653
$850K ﹤0.01%
38,964
+3,235
654
$848K ﹤0.01%
8,084
-2,477
655
$848K ﹤0.01%
1,686
+97
656
$845K ﹤0.01%
9,859
+2,671
657
$844K ﹤0.01%
11,130
-5,509
658
$839K ﹤0.01%
34,002
-629
659
$829K ﹤0.01%
7,782
-1,932
660
$826K ﹤0.01%
9,926
-254
661
$819K ﹤0.01%
3,278
-2,817
662
$817K ﹤0.01%
3,523
-2,138
663
$817K ﹤0.01%
2,643
+33
664
$816K ﹤0.01%
2,813
-27
665
$810K ﹤0.01%
21,756
-4,355
666
$801K ﹤0.01%
17,220
+1,082
667
$799K ﹤0.01%
10,342
+408
668
$788K ﹤0.01%
15,747
+10,504
669
$786K ﹤0.01%
22,160
-500
670
$781K ﹤0.01%
15,459
+1,841
671
$767K ﹤0.01%
19,736
+1,787
672
$758K ﹤0.01%
8,479
+525
673
$757K ﹤0.01%
+3,839
674
$755K ﹤0.01%
4,486
+1,021
675
$752K ﹤0.01%
5,968
-1,109
25 26
27
28 29