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
776
$379K ﹤0.01%
11,275
+64
777
$379K ﹤0.01%
7,786
+2,981
778
$377K ﹤0.01%
18,600
+4,384
779
$373K ﹤0.01%
1,774
-419
780
$361K ﹤0.01%
5,976
-7,381
781
$359K ﹤0.01%
7,304
-66
782
$357K ﹤0.01%
5,887
-19,844
783
$353K ﹤0.01%
10,072
+1,288
784
$349K ﹤0.01%
12,150
+4,401
785
$347K ﹤0.01%
13,063
+489
786
$346K ﹤0.01%
3,810
-54
787
$343K ﹤0.01%
10,265
-10,174
788
$341K ﹤0.01%
+9,930
789
$341K ﹤0.01%
933
-20
790
$338K ﹤0.01%
3,343
-499
791
$338K ﹤0.01%
15,936
-67,524
792
$335K ﹤0.01%
6,720
-701
793
$330K ﹤0.01%
20,597
+2,852
794
$323K ﹤0.01%
798
-32
795
$323K ﹤0.01%
3,377
-1,359
796
$322K ﹤0.01%
6,942
+300
797
$322K ﹤0.01%
+1,208
798
$320K ﹤0.01%
4,933
+685
799
$318K ﹤0.01%
12,486
-1,007
800
$318K ﹤0.01%
2,298
+106
30 31
32
33 34