Wealthfront Advisers

Wealthfront Advisers Portfolio holdings

AUM $44.7B
1-Year Est. Return 18.94%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.94%
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
+$259M
2
+$163M
3
+$119M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$103M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$91M

Top Sells

1
+$281M
2
+$179M
3
+$53.3M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$48.4M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$46.7M

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%
978
-99
860
$29.9K ﹤0.01%
1,302
-1,303
861
$26.1K ﹤0.01%
+558
862
$20.9K ﹤0.01%
+11,432
863
– –
-2,674
864
– –
-9,475
865
– –
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866
– –
-26,309
867
– –
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868
– –
-22,975
869
– –
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870
– –
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871
– –
-8,611
872
– –
-15,581
873
– –
-7,577
874
– –
-10,750
875
– –
-5,129
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