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
701
$644K ﹤0.01%
3,280
-842
702
$643K ﹤0.01%
21,676
+3,936
703
$638K ﹤0.01%
13,476
-1,130
704
$637K ﹤0.01%
3,601
-11,837
705
$632K ﹤0.01%
33,180
-43,259
706
$629K ﹤0.01%
21,824
+5,381
707
$629K ﹤0.01%
6,145
+53
708
$627K ﹤0.01%
5,767
+122
709
$626K ﹤0.01%
22,704
+57
710
$625K ﹤0.01%
1,620
-2,758
711
$623K ﹤0.01%
5,345
-326
712
$619K ﹤0.01%
7,012
+568
713
$612K ﹤0.01%
12,726
-704
714
$611K ﹤0.01%
15,118
+1,548
715
$608K ﹤0.01%
11,395
+4,334
716
$608K ﹤0.01%
22,368
-6,631
717
$604K ﹤0.01%
5,653
-5,114
718
$600K ﹤0.01%
10,629
-1,340
719
$593K ﹤0.01%
11,803
-357
720
$584K ﹤0.01%
5,053
+307
721
$578K ﹤0.01%
29,135
+10,699
722
$573K ﹤0.01%
86,624
+41,193
723
$569K ﹤0.01%
2,954
-41
724
$568K ﹤0.01%
9,662
-1,396
725
$568K ﹤0.01%
49,419
+10,822
27 28
29
30 31