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
76
$23M 0.08%
134,109
-3,744
77
$22.3M 0.07%
157,708
+2,308
78
$22.2M 0.07%
221,460
-706,351
79
$21.8M 0.07%
1,142,031
+33,602
80
$21.1M 0.07%
134,884
+3,982
81
$19.7M 0.07%
124,000
-28,293
82
$19.7M 0.07%
44,782
+1,059
83
$19.6M 0.07%
98,427
+8,895
84
$19.5M 0.07%
309,730
-7,373
85
$19.3M 0.07%
58,064
+2,686
86
$18.8M 0.06%
23,885
-1,145
87
$18.6M 0.06%
39,690
-707
88
$18.4M 0.06%
310,350
+24,183
89
$18.1M 0.06%
438,613
-44,727
90
$18M 0.06%
40,373
+561
91
$17.8M 0.06%
122,125
-8,898
92
$17.6M 0.06%
67,561
+6,071
93
$17.2M 0.06%
243,313
+99,088
94
$17M 0.06%
97,862
+3,055
95
$16.7M 0.06%
53,502
+2,883
96
$16.7M 0.06%
36,856
+3,678
97
$16.6M 0.06%
65,333
-3,955
98
$16.2M 0.05%
93,627
+1,180
99
$15.9M 0.05%
219,279
+4,363
100
$15.8M 0.05%
95,513
-4,722
2 3
4
5 6