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
751
$465K ﹤0.01%
9,683
+1,532
752
$459K ﹤0.01%
14,245
-563
753
$459K ﹤0.01%
5,463
-456
754
$456K ﹤0.01%
2,494
-467
755
$455K ﹤0.01%
22,598
+486
756
$452K ﹤0.01%
11,139
+984
757
$447K ﹤0.01%
4,767
+796
758
$438K ﹤0.01%
6,438
+655
759
$436K ﹤0.01%
4,512
-3,717
760
$436K ﹤0.01%
19,662
-4,523
761
$432K ﹤0.01%
15,748
-3,810
762
$432K ﹤0.01%
2,676
-78
763
$426K ﹤0.01%
33,621
+4,102
764
$420K ﹤0.01%
16,701
+1,362
765
$418K ﹤0.01%
17,627
+8,789
766
$417K ﹤0.01%
4,452
-70
767
$403K ﹤0.01%
1,714
+129
768
$403K ﹤0.01%
3,714
-1,268
769
$402K ﹤0.01%
9,318
+3,746
770
$402K ﹤0.01%
11,468
-1,259
771
$401K ﹤0.01%
12,327
-181
772
$390K ﹤0.01%
12,516
+2,303
773
$389K ﹤0.01%
14,627
+1,156
774
$383K ﹤0.01%
6,396
-11,335
775
$382K ﹤0.01%
4,855
+850
29 30
31
32 33