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
751
$403K ﹤0.01%
1,833
-1,774
752
$400K ﹤0.01%
9,387
-1,036
753
$398K ﹤0.01%
6,311
+1,273
754
$392K ﹤0.01%
14,772
-2,996
755
$387K ﹤0.01%
9,716
+245
756
$383K ﹤0.01%
+7,311
757
$383K ﹤0.01%
4,541
+1,444
758
$379K ﹤0.01%
9,927
+772
759
$376K ﹤0.01%
13,241
-2,052
760
$371K ﹤0.01%
12,051
+1,124
761
$369K ﹤0.01%
+6,820
762
$366K ﹤0.01%
5,650
-100
763
$365K ﹤0.01%
3,676
+432
764
$362K ﹤0.01%
14,149
-4,811
765
$360K ﹤0.01%
10,679
-1,722
766
$359K ﹤0.01%
2,442
+138
767
$353K ﹤0.01%
7,597
+2,058
768
$348K ﹤0.01%
8,193
+548
769
$345K ﹤0.01%
9,649
-2,134
770
$344K ﹤0.01%
6,553
-839
771
$337K ﹤0.01%
6,463
-64
772
$337K ﹤0.01%
4,140
+235
773
$336K ﹤0.01%
22,709
+9,876
774
$333K ﹤0.01%
1,178
+101
775
$333K ﹤0.01%
3,786
-94
29 30
31
32 33