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
851
$264K ﹤0.01%
10,063
-570
852
$261K ﹤0.01%
65,549
+1,422
853
$260K ﹤0.01%
12,326
+693
854
$260K ﹤0.01%
2,580
+338
855
$259K ﹤0.01%
959
+209
856
$259K ﹤0.01%
1,252
+255
857
$257K ﹤0.01%
9,526
-21
858
$257K ﹤0.01%
2,213
+128
859
$254K ﹤0.01%
+4,466
860
$253K ﹤0.01%
1,375
+225
861
$253K ﹤0.01%
+2,013
862
$248K ﹤0.01%
10,740
+2,246
863
$244K ﹤0.01%
5,607
+212
864
$244K ﹤0.01%
+12,647
865
$242K ﹤0.01%
5,671
-2,229
866
$242K ﹤0.01%
1,436
+48
867
$238K ﹤0.01%
589
+13
868
$237K ﹤0.01%
3,385
+449
869
$236K ﹤0.01%
6,352
+423
870
$233K ﹤0.01%
18,130
-13,432
871
$229K ﹤0.01%
3,306
-306
872
$225K ﹤0.01%
4,761
+528
873
$224K ﹤0.01%
+2,252
874
$224K ﹤0.01%
2,880
+90
875
$223K ﹤0.01%
+1,205
33 34
35
36 37