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
101
$15.6M 0.05%
73,209
+3,129
102
$15.6M 0.05%
75,248
+3,078
103
$15.6M 0.05%
195,148
+11,187
104
$15.5M 0.05%
140,637
+2,686
105
$15.5M 0.05%
242,744
+7,240
106
$15.3M 0.05%
264,726
-41,863
107
$15.2M 0.05%
75,911
+3,380
108
$15.2M 0.05%
132,552
+895
109
$15M 0.05%
67,470
-568
110
$14.8M 0.05%
67,046
+686
111
$14.6M 0.05%
159,448
+1,204
112
$14.6M 0.05%
67,836
+3,193
113
$14.4M 0.05%
303,958
-2,748
114
$14.4M 0.05%
134,910
+4,600
115
$14.4M 0.05%
141,697
+22,206
116
$14.3M 0.05%
73,453
+10,473
117
$14.1M 0.05%
45,044
+1,701
118
$13.9M 0.05%
55,461
+2,587
119
$13.8M 0.05%
59,625
+759
120
$13.7M 0.05%
23,826
+5,562
121
$13.5M 0.05%
44,586
-11,125
122
$13.3M 0.04%
29,787
-917
123
$13M 0.04%
651,671
+38,072
124
$12.9M 0.04%
172,680
+9,513
125
$12.7M 0.04%
454,923
-148,889
3 4
5
6 7