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
851
$129K ﹤0.01%
+12,459
852
$93.1K ﹤0.01%
30,814
+5,393
853
$67.8K ﹤0.01%
15,067
-10,997
854
$65.8K ﹤0.01%
11,899
+1,894
855
$61.3K ﹤0.01%
+10,235
856
$57.6K ﹤0.01%
1,487
+480
857
$50.7K ﹤0.01%
+10,562
858
$38.2K ﹤0.01%
+11,280
859
$37.3K ﹤0.01%
11,740
-1,180
860
$29.9K ﹤0.01%
13,020
-13,032
861
$26.1K ﹤0.01%
+558
862
$20.9K ﹤0.01%
+11,432
863
– –
-22,975
864
– –
-3,340
865
– –
-11,695
866
– –
-8,611
867
– –
-15,581
868
– –
-7,577
869
– –
-10,750
870
– –
-5,129
871
– –
-23,019
872
– –
-83,404
873
– –
-15,177
874
– –
-163,403
875
– –
-2,674
32 33 34
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