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
101
$14.2M 0.05%
314,065
-1,548
102
$14.1M 0.05%
86,340
+19,047
103
$14M 0.05%
53,334
+3,902
104
$13.9M 0.05%
44,851
+7,895
105
$13.6M 0.05%
231,275
+26,526
106
$13.6M 0.05%
275,480
+49,708
107
$13.4M 0.05%
123,727
+22,209
108
$13.2M 0.05%
30,037
-4,074
109
$13.1M 0.05%
38,921
+3,106
110
$13.1M 0.05%
212,769
+23,066
111
$13M 0.05%
52,981
+10,538
112
$12.9M 0.05%
89,416
+1,408
113
$12.9M 0.05%
137,268
-1,748
114
$12.8M 0.05%
133,196
+1,349
115
$12.8M 0.05%
167,319
+4,998
116
$12.5M 0.05%
32,485
-2,193
117
$12.2M 0.05%
110,836
+16,083
118
$12.2M 0.05%
588,999
-207,379
119
$12M 0.05%
127,636
+6,107
120
$11.9M 0.05%
62,415
+6,619
121
$11.9M 0.05%
78,073
+2,731
122
$11.7M 0.05%
225,405
-47,938
123
$11.7M 0.04%
50,450
-2,411
124
$11.5M 0.04%
74,289
-972
125
$11.4M 0.04%
66,611
-10,273
3 4
5
6 7