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
776
$507K ﹤0.01%
1,116
+112
777
$506K ﹤0.01%
10,812
+669
778
$503K ﹤0.01%
1,125
+336
779
$503K ﹤0.01%
5,845
-1,505
780
$500K ﹤0.01%
12,026
+3,295
781
$499K ﹤0.01%
15,696
+6,946
782
$484K ﹤0.01%
10,354
-417
783
$480K ﹤0.01%
+4,781
784
$476K ﹤0.01%
46,588
-724
785
$471K ﹤0.01%
4,036
-3,360
786
$468K ﹤0.01%
8,075
+125
787
$466K ﹤0.01%
5,902
-43
788
$465K ﹤0.01%
23,232
-2,088
789
$453K ﹤0.01%
14,239
+345
790
$450K ﹤0.01%
1,789
+185
791
$449K ﹤0.01%
11,340
-164
792
$444K ﹤0.01%
14,703
+4,956
793
$443K ﹤0.01%
15,482
+1,384
794
$441K ﹤0.01%
17,230
+4,693
795
$428K ﹤0.01%
7,578
+961
796
$425K ﹤0.01%
4,712
+729
797
$421K ﹤0.01%
11,879
+5,069
798
$420K ﹤0.01%
4,023
-275
799
$418K ﹤0.01%
32,913
+422
800
$417K ﹤0.01%
6,239
-513
30 31
32
33 34