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
701
$821K ﹤0.01%
16,442
+2,827
702
$820K ﹤0.01%
6,426
+4,087
703
$814K ﹤0.01%
8,343
-35,602
704
$811K ﹤0.01%
11,250
+599
705
$802K ﹤0.01%
17,801
-2,122
706
$801K ﹤0.01%
26,311
-267
707
$799K ﹤0.01%
6,392
+93
708
$796K ﹤0.01%
5,717
+351
709
$792K ﹤0.01%
13,542
+2,328
710
$789K ﹤0.01%
4,014
+523
711
$775K ﹤0.01%
1,669
+214
712
$771K ﹤0.01%
12,561
+2,429
713
$769K ﹤0.01%
16,866
-2,652
714
$764K ﹤0.01%
8,616
-9,408
715
$764K ﹤0.01%
15,990
+2,413
716
$756K ﹤0.01%
24,106
-26,841
717
$752K ﹤0.01%
10,864
+35
718
$742K ﹤0.01%
12,273
+1,307
719
$741K ﹤0.01%
29,010
+10,471
720
$737K ﹤0.01%
15,166
+3,578
721
$728K ﹤0.01%
3,479
-7
722
$715K ﹤0.01%
12,434
-73
723
$714K ﹤0.01%
24,890
-2,694
724
$713K ﹤0.01%
27,616
+1,591
725
$710K ﹤0.01%
3,779
+816
27 28
29
30 31