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
826
$225K ﹤0.01%
+2,270
827
$221K ﹤0.01%
2,742
-41
828
$220K ﹤0.01%
+5,847
829
$218K ﹤0.01%
+14,083
830
$213K ﹤0.01%
6,530
-1,044
831
$212K ﹤0.01%
+7,586
832
$211K ﹤0.01%
981
-27
833
$211K ﹤0.01%
1,656
-26
834
$210K ﹤0.01%
+4,070
835
$207K ﹤0.01%
+4,890
836
$206K ﹤0.01%
+4,560
837
$206K ﹤0.01%
+480
838
$204K ﹤0.01%
+958
839
$203K ﹤0.01%
+3,632
840
$202K ﹤0.01%
9,880
-14,695
841
$202K ﹤0.01%
+2,489
842
$201K ﹤0.01%
+717
843
$198K ﹤0.01%
16,741
+2,164
844
$187K ﹤0.01%
+11,105
845
$185K ﹤0.01%
18,636
-14,455
846
$175K ﹤0.01%
12,226
+1,375
847
$149K ﹤0.01%
2,723
+1,320
848
$146K ﹤0.01%
+11,476
849
$135K ﹤0.01%
31,238
+762
850
$131K ﹤0.01%
+21,380
32 33
34
35 36