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
726
$703K ﹤0.01%
1,195
-347
727
$699K ﹤0.01%
14,512
-2,050
728
$696K ﹤0.01%
32,984
+5,095
729
$696K ﹤0.01%
7,187
+832
730
$696K ﹤0.01%
3,906
+330
731
$694K ﹤0.01%
17,128
+5,190
732
$690K ﹤0.01%
5,962
+139
733
$688K ﹤0.01%
12,002
-23,798
734
$681K ﹤0.01%
3,354
+711
735
$681K ﹤0.01%
24,866
+4,373
736
$677K ﹤0.01%
12,198
+5,815
737
$676K ﹤0.01%
18,644
+5,915
738
$676K ﹤0.01%
8,910
+4,111
739
$668K ﹤0.01%
18,179
-2,507
740
$667K ﹤0.01%
1,122
+492
741
$662K ﹤0.01%
8,844
+2,820
742
$655K ﹤0.01%
18,892
-1,631
743
$650K ﹤0.01%
31,755
+4,779
744
$648K ﹤0.01%
23,530
+1,733
745
$644K ﹤0.01%
2,533
+855
746
$643K ﹤0.01%
4,863
-4,628
747
$637K ﹤0.01%
18,487
+1,697
748
$631K ﹤0.01%
2,853
-250
749
$617K ﹤0.01%
19,307
+561
750
$613K ﹤0.01%
6,630
+1,949
28 29
30
31 32