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
801
$318K ﹤0.01%
5,483
+354
802
$317K ﹤0.01%
3,230
+347
803
$316K ﹤0.01%
4,058
+3
804
$311K ﹤0.01%
8,160
+681
805
$311K ﹤0.01%
+3,085
806
$309K ﹤0.01%
10,452
-11,596
807
$308K ﹤0.01%
3,510
-135
808
$305K ﹤0.01%
8,984
+66
809
$304K ﹤0.01%
5,734
+232
810
$301K ﹤0.01%
3,848
+84
811
$301K ﹤0.01%
3,836
+15
812
$298K ﹤0.01%
4,705
+114
813
$296K ﹤0.01%
+1,669
814
$296K ﹤0.01%
7,019
+910
815
$293K ﹤0.01%
3,472
-261
816
$288K ﹤0.01%
+905
817
$277K ﹤0.01%
1,606
+10
818
$274K ﹤0.01%
2,322
-109
819
$270K ﹤0.01%
9,546
+6,813
820
$269K ﹤0.01%
161,970
+146,490
821
$265K ﹤0.01%
53,200
+25,553
822
$263K ﹤0.01%
9,991
+158
823
$262K ﹤0.01%
+4,588
824
$249K ﹤0.01%
+3,550
825
$245K ﹤0.01%
570
+18
31 32
33
34 35