Wealthfront Advisers

Wealthfront Advisers Portfolio holdings

AUM $38.8B
1-Year Est. Return 14.38%
This Quarter Est. Return
1 Year Est. Return
+14.38%
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
876
– –
-459
877
– –
-1,254
878
– –
-317
879
– –
-29,053
880
– –
-48,551
881
– –
-9,600
882
– –
-859
883
– –
-4,523
884
– –
-6,491
885
– –
-39,395
886
– –
-3,287
887
– –
-8,168
888
– –
-37,155
889
– –
-1,677
890
– –
-2,577
891
– –
-14,436
892
– –
-33,821
893
– –
-22,275
894
– –
-680
895
– –
-2,867
896
– –
-3,067
897
– –
-5,945
898
– –
-9,346
899
– –
-1,282
900
– –
-35,786
32 33 34 35
36