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
676
$609K ﹤0.01%
18,317
+1,541
677
$609K ﹤0.01%
12,795
-3,960
678
$600K ﹤0.01%
+29,979
679
$597K ﹤0.01%
9,978
-1,437
680
$592K ﹤0.01%
25,079
+10,578
681
$589K ﹤0.01%
6,974
+1,857
682
$589K ﹤0.01%
7,956
-104
683
$586K ﹤0.01%
1,226
-1,333
684
$583K ﹤0.01%
17,457
+648
685
$580K ﹤0.01%
19,934
+5,236
686
$579K ﹤0.01%
15,790
-7,460
687
$575K ﹤0.01%
10,938
-3,526
688
$572K ﹤0.01%
6,199
+864
689
$572K ﹤0.01%
5,607
+141
690
$572K ﹤0.01%
8,335
+162
691
$571K ﹤0.01%
31,546
+665
692
$570K ﹤0.01%
13,823
-222
693
$569K ﹤0.01%
19,075
-1,497
694
$565K ﹤0.01%
8,095
+1,852
695
$561K ﹤0.01%
2,954
-127
696
$561K ﹤0.01%
+6,916
697
$556K ﹤0.01%
7,813
+262
698
$555K ﹤0.01%
6,492
+148
699
$553K ﹤0.01%
5,714
+962
700
$553K ﹤0.01%
22,404
+3,194
26 27
28
29 30