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
676
$929K ﹤0.01%
23,761
+2,122
677
$928K ﹤0.01%
8,584
-107
678
$923K ﹤0.01%
42,398
+4,221
679
$922K ﹤0.01%
8,257
-358
680
$917K ﹤0.01%
21,882
+7,924
681
$910K ﹤0.01%
5,797
+1,261
682
$909K ﹤0.01%
29,166
+12,584
683
$906K ﹤0.01%
19,428
+2,412
684
$901K ﹤0.01%
9,303
+593
685
$894K ﹤0.01%
35,258
+4,560
686
$888K ﹤0.01%
4,225
+713
687
$884K ﹤0.01%
28,191
-11,206
688
$880K ﹤0.01%
52,473
+18,992
689
$880K ﹤0.01%
6,795
+1,087
690
$877K ﹤0.01%
30,023
+1,516
691
$865K ﹤0.01%
2,648
+56
692
$864K ﹤0.01%
8,427
+2,397
693
$863K ﹤0.01%
16,801
+3,005
694
$862K ﹤0.01%
18,637
-1,058
695
$862K ﹤0.01%
1,981
+299
696
$843K ﹤0.01%
4,567
-3,613
697
$838K ﹤0.01%
4,506
-285
698
$836K ﹤0.01%
8,204
+801
699
$835K ﹤0.01%
28,117
+11,085
700
$825K ﹤0.01%
16,365
+1,671
26 27
28
29 30