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
851
$205K ﹤0.01%
5,084
-1,018
852
$204K ﹤0.01%
12,977
+10
853
$203K ﹤0.01%
+5,568
854
$197K ﹤0.01%
+4,942
855
$192K ﹤0.01%
70,131
+33,703
856
$186K ﹤0.01%
12,157
-81
857
$167K ﹤0.01%
+15,350
858
$129K ﹤0.01%
38,349
+9,143
859
$92.7K ﹤0.01%
39,796
+1,309
860
$78.9K ﹤0.01%
14,269
-4,819
861
$67.5K ﹤0.01%
11,235
-15,212
862
$57.4K ﹤0.01%
32,246
+4,644
863
$55.5K ﹤0.01%
16,408
+3,295
864
$53.2K ﹤0.01%
+15,819
865
$45.8K ﹤0.01%
1,516
+759
866
$38K ﹤0.01%
+27,720
867
$37.7K ﹤0.01%
+3,900
868
$35.5K ﹤0.01%
11,101
+286
869
$27.1K ﹤0.01%
+23,159
870
$24.9K ﹤0.01%
20,073
+2,159
871
$20.8K ﹤0.01%
14,678
+661
872
– –
-6,491
873
– –
-1,677
874
– –
-16,725
875
– –
-2,577
32 33 34
35
36