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
801
$278K ﹤0.01%
11,512
-91
802
$277K ﹤0.01%
888
-17
803
$277K ﹤0.01%
5,629
-42,448
804
$275K ﹤0.01%
5,986
-6,215
805
$273K ﹤0.01%
7,135
+9
806
$272K ﹤0.01%
4,459
-15,494
807
$270K ﹤0.01%
+13,902
808
$264K ﹤0.01%
6,488
-1,095
809
$259K ﹤0.01%
+9,721
810
$259K ﹤0.01%
+4,581
811
$258K ﹤0.01%
2,937
-521
812
$258K ﹤0.01%
3,872
-110
813
$258K ﹤0.01%
+6,882
814
$253K ﹤0.01%
10,192
-1,769
815
$250K ﹤0.01%
+6,594
816
$246K ﹤0.01%
+2,089
817
$244K ﹤0.01%
819
-3,213
818
$243K ﹤0.01%
4,603
-6,700
819
$237K ﹤0.01%
3,139
-257
820
$235K ﹤0.01%
+6,896
821
$234K ﹤0.01%
4,381
+322
822
$233K ﹤0.01%
+2,434
823
$230K ﹤0.01%
+9,142
824
$229K ﹤0.01%
19,920
-2,230
825
$229K ﹤0.01%
+3,764
31 32
33
34 35