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
76
$28.3M 0.08%
975,156
+26,062
77
$28.3M 0.08%
378,178
+203,365
78
$27.9M 0.08%
26,312
+1,150
79
$27.5M 0.08%
517,899
+96,147
80
$26.5M 0.08%
149,097
+9,608
81
$25.5M 0.07%
109,651
+4,483
82
$24.7M 0.07%
350,955
+45,643
83
$24.4M 0.07%
244,880
+15,741
84
$24.3M 0.07%
38,653
+390
85
$23.6M 0.07%
41,226
+2,526
86
$23.1M 0.07%
104,885
+9,307
87
$23M 0.07%
158,941
+14,614
88
$22.9M 0.07%
43,916
+2,777
89
$22.6M 0.07%
135,422
+8,571
90
$22.2M 0.06%
61,122
+3,762
91
$21.2M 0.06%
146,593
+27,557
92
$20.5M 0.06%
69,201
+6,505
93
$20.3M 0.06%
70,010
+5,054
94
$20.2M 0.06%
83,310
+8,770
95
$20M 0.06%
321,699
+59,540
96
$20M 0.06%
58,168
+9,120
97
$19.9M 0.06%
44,809
+1,089
98
$19.7M 0.06%
491,906
+54,412
99
$19.6M 0.06%
81,103
+5,023
100
$19.5M 0.06%
81,532
+2,559
2 3
4
5 6