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
901
$97.3K ﹤0.01%
40,202
-4,249
902
$81.9K ﹤0.01%
15,778
+1,855
903
$76.1K ﹤0.01%
14,840
+1,786
904
$70.7K ﹤0.01%
16,393
-6,311
905
$69.1K ﹤0.01%
37,751
-3,805
906
$63.8K ﹤0.01%
45,911
-20,268
907
$55.3K ﹤0.01%
35,712
-3,437
908
$51.8K ﹤0.01%
13,708
+516
909
$36.8K ﹤0.01%
29,176
+4,691
910
$35.8K ﹤0.01%
1,672
-1,376
911
$35.5K ﹤0.01%
27,953
-70
912
$14.8K ﹤0.01%
13,617
-1,007
913
– –
-9,024
914
– –
-106,477
915
– –
-330,275
916
– –
-62,806
917
– –
-12,024
918
– –
-2,064
919
– –
-1,299
920
– –
-30,188
921
– –
-14,454
922
– –
-7,534
923
– –
-3,060
924
– –
-13,282
925
– –
-54,115
34 35 36
37
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