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
51
$64M 0.19%
717,500
+38,860
52
$54.1M 0.16%
2,381,201
-9,201
53
$51.7M 0.15%
163,638
+13,722
54
$50.1M 0.15%
54,679
+1,630
55
$49.1M 0.14%
93,301
+6,263
56
$48.1M 0.14%
632,120
+80,727
57
$45.2M 0.13%
420,379
+4,011
58
$44.5M 0.13%
492,787
+30,292
59
$44.1M 0.13%
1,467,439
-55,594
60
$42.6M 0.12%
109,419
+4,812
61
$42.1M 0.12%
1,653,327
+255,576
62
$41.3M 0.12%
1,121,579
-66,329
63
$39.1M 0.11%
77,269
+6,941
64
$38.2M 0.11%
504,580
+86,971
65
$38M 0.11%
117,974
+21,713
66
$37.6M 0.11%
1,043,153
+154,033
67
$36.7M 0.11%
757,764
+250,413
68
$36.4M 0.11%
216,929
+17,380
69
$35.3M 0.1%
803,727
+57,942
70
$35.2M 0.1%
85,858
+12,722
71
$33.6M 0.1%
100,524
+7,602
72
$32.7M 0.1%
442,362
-62,948
73
$29.9M 0.09%
179,581
+17,064
74
$29.8M 0.09%
247,105
+10,174
75
$28.6M 0.08%
1,253,954
+104,165
1 2
3
4 5