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
776
$332K ﹤0.01%
1,508
-1,323
777
$329K ﹤0.01%
2,403
-1,510
778
$323K ﹤0.01%
13,992
+1,343
779
$320K ﹤0.01%
+12,640
780
$318K ﹤0.01%
9,743
-3,586
781
$315K ﹤0.01%
2,486
-49
782
$314K ﹤0.01%
2,982
-1,308
783
$314K ﹤0.01%
7,451
+2,898
784
$310K ﹤0.01%
1,363
-325
785
$309K ﹤0.01%
3,300
+303
786
$309K ﹤0.01%
5,982
-2,979
787
$308K ﹤0.01%
2,766
+18
788
$300K ﹤0.01%
10,384
+1,019
789
$300K ﹤0.01%
+2,822
790
$300K ﹤0.01%
8,936
+1,995
791
$297K ﹤0.01%
5,210
-2,682
792
$297K ﹤0.01%
15,554
+2,311
793
$296K ﹤0.01%
10,704
+1,794
794
$296K ﹤0.01%
+3,763
795
$289K ﹤0.01%
4,739
-20,220
796
$287K ﹤0.01%
+13,262
797
$281K ﹤0.01%
1,570
-6
798
$280K ﹤0.01%
4,270
-367
799
$280K ﹤0.01%
+7,089
800
$278K ﹤0.01%
+11,852
30 31
32
33 34