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
51
$37.4M 0.14%
78,712
+18,407
52
$35.9M 0.14%
359,226
-43,283
53
$34.8M 0.13%
100,426
-15,398
54
$33.9M 0.13%
932,509
+175,049
55
$33.8M 0.13%
694,340
+7,750
56
$32.9M 0.13%
49,816
-71
57
$32.7M 0.13%
1,300,345
+836,462
58
$32.7M 0.13%
1,111,532
+23,255
59
$31.9M 0.12%
216,442
+11,347
60
$29.2M 0.11%
48,908
+1,850
61
$29.1M 0.11%
198,409
-30,544
62
$25.9M 0.1%
237,758
-11,547
63
$25.1M 0.1%
95,434
+2,506
64
$24.5M 0.09%
39,154
-1,137
65
$23.3M 0.09%
654,646
+83,530
66
$22.5M 0.09%
668,063
+263,914
67
$22.3M 0.09%
423,654
-20,544
68
$20.9M 0.08%
70,391
-6,963
69
$20.3M 0.08%
131,238
-11,104
70
$20.1M 0.08%
57,374
+7,396
71
$19.4M 0.07%
325,505
-7,346
72
$19.4M 0.07%
129,895
-18,702
73
$19.1M 0.07%
122,010
-21,341
74
$18.5M 0.07%
1,104,746
+390,557
75
$18.3M 0.07%
112,758
+24,048
1 2
3
4 5