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
$26B
AUM Growth
+$2.81B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
882
New
Increased
Reduced
Closed

Top Buys

1
+$269M
2
+$173M
3
+$124M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$107M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$97.4M

Top Sells

1
+$295M
2
+$190M
3
+$53.2M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$51.5M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$46.8M

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
76
$18.2M 0.07%
44,365
+2,196
77
$18M 0.07%
303,053
+63,423
78
$17.6M 0.07%
653,198
-49,949
79
$17.5M 0.07%
284,036
+142,943
80
$17.3M 0.07%
24,511
+1,653
81
$17.1M 0.07%
155,042
-483,355
82
$17.1M 0.07%
100,513
-30,798
83
$16.6M 0.06%
441,213
+124,627
84
$16.5M 0.06%
40,660
-605
85
$16.5M 0.06%
180,379
+16,545
86
$16.3M 0.06%
154,581
-329
87
$16M 0.06%
54,105
+1,391
88
$15.9M 0.06%
60,997
-552
89
$15.7M 0.06%
330,282
-986,459
90
$15.4M 0.06%
350,647
-1,274
91
$15.3M 0.06%
132,234
-9,475
92
$15.3M 0.06%
79,650
+10,366
93
$15.3M 0.06%
150,243
+4,656
94
$15.3M 0.06%
187,943
-3,273
95
$14.9M 0.06%
51,782
-1,170
96
$14.9M 0.06%
183,462
+672
97
$14.9M 0.06%
70,819
+394
98
$14.6M 0.06%
65,522
-14,578
99
$14.4M 0.06%
97,170
-89
100
$14.2M 0.05%
281,911
-1,718
2 3
4
5 6