Wealthfront Advisers

Wealthfront Advisers Portfolio holdings

AUM $38.8B
1-Year Est. Return 14.38%
This Quarter Est. Return
1 Year Est. Return
+14.38%
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
51
$43.9M 0.15%
51,680
+320
52
$42.6M 0.14%
215,510
+46,894
53
$39.4M 0.13%
150,062
-1,892
54
$38.4M 0.13%
86,974
-1,588
55
$37.9M 0.13%
233,830
+2,661
56
$37.9M 0.13%
1,045,416
-34,606
57
$34.8M 0.12%
100,989
-777
58
$32.8M 0.11%
198,882
-3,675
59
$32.4M 0.11%
463,011
+137,703
60
$32.1M 0.11%
807,255
+100,542
61
$32.1M 0.11%
62,942
-6,012
62
$30.7M 0.1%
453,010
+12,534
63
$29.8M 0.1%
240,969
-901
64
$29.2M 0.1%
824,467
+149,225
65
$28.9M 0.1%
1,133,732
-18,458
66
$28.3M 0.1%
+587,840
67
$27.9M 0.09%
118,202
+4,272
68
$27.7M 0.09%
965,754
+124,538
69
$24.8M 0.08%
37,741
-1,674
70
$24.2M 0.08%
43,488
-3,102
71
$24.1M 0.08%
64,519
+5,662
72
$23.9M 0.08%
492,574
+127,575
73
$23.8M 0.08%
80,106
+24,849
74
$23.8M 0.08%
105,297
+8,526
75
$23.1M 0.08%
89,682
-8,640
1 2
3
4 5