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
101
$19.2M 0.06%
45,776
+839
102
$19.1M 0.06%
54,248
+5,569
103
$19M 0.06%
191,900
+63,866
104
$19M 0.06%
157,468
+10,255
105
$18.9M 0.06%
30,341
+380
106
$18.9M 0.06%
76,438
+5,577
107
$18.6M 0.05%
702,562
+182,145
108
$18.5M 0.05%
931,690
+623,994
109
$18.3M 0.05%
112,256
+243
110
$18M 0.05%
148,690
+6,097
111
$17.6M 0.05%
77,806
+7,274
112
$17M 0.05%
287,440
+35,753
113
$17M 0.05%
605,152
-226,301
114
$16.9M 0.05%
34,020
+2,325
115
$16.8M 0.05%
67,836
+147
116
$16.7M 0.05%
110,149
+16,999
117
$16.6M 0.05%
16,147
+1,624
118
$16.5M 0.05%
41,019
+1,819
119
$16.3M 0.05%
330,484
+22,828
120
$16M 0.05%
297,376
+5,096
121
$15.7M 0.05%
138,803
+15,919
122
$15.5M 0.05%
154,654
+79,559
123
$15.5M 0.05%
123,236
+9,710
124
$15.4M 0.05%
166,643
+27,673
125
$15.3M 0.04%
46,054
+2,997
3 4
5
6 7