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
$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
726
$559K ﹤0.01%
21,619
+2,836
727
$557K ﹤0.01%
16,769
-1,202
728
$548K ﹤0.01%
11,106
-15
729
$542K ﹤0.01%
9,549
-1,583
730
$538K ﹤0.01%
1,386
-1,494
731
$536K ﹤0.01%
2,395
+257
732
$531K ﹤0.01%
5,075
+1,970
733
$526K ﹤0.01%
6,259
+1,064
734
$517K ﹤0.01%
22,003
-1,290
735
$514K ﹤0.01%
9,176
-44
736
$511K ﹤0.01%
9,030
+2,173
737
$509K ﹤0.01%
11,503
+5,325
738
$507K ﹤0.01%
19,348
-19,364
739
$506K ﹤0.01%
20,240
-283
740
$505K ﹤0.01%
4,748
-4,130
741
$505K ﹤0.01%
7,558
+465
742
$500K ﹤0.01%
+10,688
743
$492K ﹤0.01%
21,649
+4,830
744
$486K ﹤0.01%
2,849
+652
745
$476K ﹤0.01%
10,993
+1,440
746
$475K ﹤0.01%
2,164
-50
747
$469K ﹤0.01%
14,009
+3,348
748
$468K ﹤0.01%
7,384
+539
749
$468K ﹤0.01%
7,653
+467
750
$466K ﹤0.01%
41,683
+14,073
28 29
30
31 32