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
651
$1.05M ﹤0.01%
20,286
-1,525
652
$1.05M ﹤0.01%
10,955
+2,262
653
$1.04M ﹤0.01%
5,780
+229
654
$1.04M ﹤0.01%
5,915
-869
655
$1.04M ﹤0.01%
8,463
-425
656
$1.04M ﹤0.01%
1,801
+99
657
$1.02M ﹤0.01%
19,284
-350
658
$1.02M ﹤0.01%
43,246
-7
659
$1.02M ﹤0.01%
13,568
+7,032
660
$1.02M ﹤0.01%
16,776
+530
661
$1.01M ﹤0.01%
44,437
+8,115
662
$1.01M ﹤0.01%
826
+35
663
$1.01M ﹤0.01%
4,332
+327
664
$1.01M ﹤0.01%
37,746
+6,187
665
$1.01M ﹤0.01%
2,683
+244
666
$1.01M ﹤0.01%
11,166
-1,924
667
$1.01M ﹤0.01%
24,596
+633
668
$1M ﹤0.01%
12,276
+4,733
669
$1M ﹤0.01%
48,568
+6,458
670
$1,000K ﹤0.01%
20,232
+4,117
671
$974K ﹤0.01%
8,693
+1,351
672
$972K ﹤0.01%
8,159
-446
673
$957K ﹤0.01%
5,858
+971
674
$953K ﹤0.01%
1,984
+166
675
$948K ﹤0.01%
5,449
-600
25 26
27
28 29