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
676
$748K ﹤0.01%
8,301
-17,431
677
$743K ﹤0.01%
7,454
+1,039
678
$742K ﹤0.01%
2,375
-67
679
$730K ﹤0.01%
20,328
+2,157
680
$728K ﹤0.01%
2,957
-118
681
$727K ﹤0.01%
3,615
-157
682
$727K ﹤0.01%
1,781
-368
683
$727K ﹤0.01%
14,070
+4,567
684
$722K ﹤0.01%
4,883
+825
685
$715K ﹤0.01%
11,159
-985
686
$710K ﹤0.01%
13,246
+2,686
687
$705K ﹤0.01%
5,715
+363
688
$702K ﹤0.01%
3,949
-1,669
689
$699K ﹤0.01%
11,149
+1,926
690
$697K ﹤0.01%
3,298
+284
691
$697K ﹤0.01%
9,383
-862
692
$690K ﹤0.01%
39,261
+13,577
693
$690K ﹤0.01%
3,418
+1,179
694
$689K ﹤0.01%
13,798
+3,036
695
$688K ﹤0.01%
2,175
-203
696
$688K ﹤0.01%
7,203
+871
697
$682K ﹤0.01%
6,185
+216
698
$676K ﹤0.01%
6,767
+1,309
699
$664K ﹤0.01%
10,657
+647
700
$656K ﹤0.01%
12,521
+251
26 27
28
29 30