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
726
$486K ﹤0.01%
2,939
-2,290
727
$485K ﹤0.01%
3,360
-2,096
728
$483K ﹤0.01%
15,861
+315
729
$473K ﹤0.01%
4,408
-311
730
$472K ﹤0.01%
17,877
+7,741
731
$462K ﹤0.01%
+882
732
$462K ﹤0.01%
2,974
+466
733
$459K ﹤0.01%
11,879
+517
734
$454K ﹤0.01%
+1,549
735
$448K ﹤0.01%
10,605
+4,815
736
$445K ﹤0.01%
6,557
-37
737
$443K ﹤0.01%
8,203
-2,473
738
$439K ﹤0.01%
12,031
-548
739
$439K ﹤0.01%
19,208
+8,861
740
$438K ﹤0.01%
+15,809
741
$433K ﹤0.01%
15,118
+325
742
$432K ﹤0.01%
9,447
+73
743
$429K ﹤0.01%
18,804
+3,968
744
$427K ﹤0.01%
1,323
+610
745
$422K ﹤0.01%
4,998
+2,032
746
$419K ﹤0.01%
16,863
+902
747
$417K ﹤0.01%
6,464
+2,405
748
$411K ﹤0.01%
10,375
+1,023
749
$409K ﹤0.01%
7,252
+717
750
$407K ﹤0.01%
2,277
+42
28 29
30
31 32