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
826
$319K ﹤0.01%
5,449
-172
827
$317K ﹤0.01%
2,428
+146
828
$317K ﹤0.01%
9,544
-1,226
829
$317K ﹤0.01%
+1,524
830
$312K ﹤0.01%
885
+9
831
$310K ﹤0.01%
9,307
-1,260
832
$308K ﹤0.01%
3,452
-18
833
$303K ﹤0.01%
14,205
-6,700
834
$303K ﹤0.01%
2,968
+776
835
$302K ﹤0.01%
5,382
-118
836
$299K ﹤0.01%
5,702
-765
837
$297K ﹤0.01%
805
+3
838
$294K ﹤0.01%
11,144
+3,952
839
$293K ﹤0.01%
2,773
-449
840
$290K ﹤0.01%
4,786
-1,110
841
$286K ﹤0.01%
+6,253
842
$286K ﹤0.01%
19,867
+1,902
843
$283K ﹤0.01%
+3,678
844
$281K ﹤0.01%
1,836
-1,316
845
$280K ﹤0.01%
5,885
+323
846
$280K ﹤0.01%
3,663
+20
847
$279K ﹤0.01%
10,895
+556
848
$277K ﹤0.01%
34,010
+20,298
849
$271K ﹤0.01%
+1,882
850
$270K ﹤0.01%
+2,128
32 33
34
35 36