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
701
$552K ﹤0.01%
22,496
+868
702
$548K ﹤0.01%
11,004
+2,554
703
$545K ﹤0.01%
14,052
-21
704
$532K ﹤0.01%
52,297
+24,246
705
$530K ﹤0.01%
6,795
+949
706
$530K ﹤0.01%
19,513
+1,091
707
$526K ﹤0.01%
11,153
+1,715
708
$525K ﹤0.01%
7,708
+4,035
709
$524K ﹤0.01%
2,103
+348
710
$524K ﹤0.01%
369
-3
711
$523K ﹤0.01%
5,504
+119
712
$522K ﹤0.01%
4,289
-3,041
713
$519K ﹤0.01%
26,943
+9,470
714
$518K ﹤0.01%
12,482
-385
715
$516K ﹤0.01%
8,541
+1,673
716
$510K ﹤0.01%
+23,694
717
$508K ﹤0.01%
5,666
-5,660
718
$497K ﹤0.01%
5,160
+1,196
719
$497K ﹤0.01%
+4,999
720
$497K ﹤0.01%
6,842
+874
721
$496K ﹤0.01%
2,401
+449
722
$495K ﹤0.01%
+6,020
723
$494K ﹤0.01%
2,567
-89
724
$492K ﹤0.01%
2,853
-25,238
725
$489K ﹤0.01%
9,367
+2,649
27 28
29
30 31