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
751
$610K ﹤0.01%
27,133
+5,637
752
$608K ﹤0.01%
57,215
+11,902
753
$607K ﹤0.01%
2,239
+288
754
$607K ﹤0.01%
7,210
-449
755
$605K ﹤0.01%
12,624
+3,955
756
$604K ﹤0.01%
11,340
+876
757
$590K ﹤0.01%
51,135
-6,458
758
$583K ﹤0.01%
18,681
+746
759
$576K ﹤0.01%
13,568
+645
760
$576K ﹤0.01%
9,864
-265
761
$561K ﹤0.01%
2,970
+86
762
$559K ﹤0.01%
30,541
-869
763
$557K ﹤0.01%
32,943
+17,285
764
$554K ﹤0.01%
1,637
+121
765
$548K ﹤0.01%
13,538
+5,899
766
$542K ﹤0.01%
9,883
-624
767
$540K ﹤0.01%
25,292
+6,450
768
$539K ﹤0.01%
6,068
+976
769
$538K ﹤0.01%
8,478
+1,153
770
$531K ﹤0.01%
8,908
+539
771
$530K ﹤0.01%
12,750
-161
772
$520K ﹤0.01%
6,600
+659
773
$520K ﹤0.01%
+6,935
774
$516K ﹤0.01%
8,547
+839
775
$512K ﹤0.01%
17,511
-1,429
29 30
31
32 33