Wealthfront Advisers Portfolio holdings
AUM
$38.8B
1-Year Return
14.38%
This Quarter Return
-4.81%
1 Year Return
+14.38%
3 Year Return
+46.78%
5 Year Return
+67.39%
10 Year Return
–
AUM
$22.8B
AUM Growth
-$832M
(-3.5%)
Cap. Flow
+$448M
Cap. Flow
% of AUM
1.96%
Top 10 Holdings %
Top 10 Hldgs %
69%
Holding
831
New
69
Increased
391
Reduced
312
Closed
59
Top Buys
| 1 |
SPDR Nuveen ICE Municipal Bond ETF
TFI
|
$343M |
| 2 |
Schwab International Equity ETF
SCHF
|
$158M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$157M |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$49.8M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
$42.6M |
Top Sells
| 1 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
$344M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$225M |
| 3 |
Schwab US Broad Market ETF
SCHB
|
$51.7M |
| 4 |
Schwab US Dividend Equity ETF
SCHD
|
$49.6M |
| 5 |
Vanguard Small-Cap ETF
VB
|
$18.3M |
Sector Composition
| 1 | Technology | 3.54% |
| 2 | Financials | 1.9% |
| 3 | Healthcare | 1.72% |
| 4 | Consumer Discretionary | 1.56% |
| 5 | Industrials | 1.08% |
