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
126
$10.9M 0.04%
68,634
+10,044
127
$10.8M 0.04%
61,997
+46,242
128
$10.7M 0.04%
57,215
+2,963
129
$10.6M 0.04%
35,518
-1,739
130
$10.5M 0.04%
55,656
-1,662
131
$10.5M 0.04%
19,822
-1,390
132
$10.5M 0.04%
43,469
+5,340
133
$10.3M 0.04%
142,357
-17,333
134
$10.3M 0.04%
204,879
+37,298
135
$10.1M 0.04%
47,737
+2,153
136
$9.93M 0.04%
21,909
+2,195
137
$9.89M 0.04%
188,838
-17,172
138
$9.85M 0.04%
12,131
-674
139
$9.72M 0.04%
124,130
+32,190
140
$9.49M 0.04%
73,038
+16
141
$9.48M 0.04%
52,941
+10,326
142
$9.41M 0.04%
326,687
+233,033
143
$9.37M 0.04%
90,752
+6,508
144
$9.24M 0.04%
188,496
-2,166
145
$9.2M 0.04%
97,308
-5,621
146
$9.07M 0.03%
55,004
+7,353
147
$9.02M 0.03%
41,783
+23,399
148
$8.82M 0.03%
94,604
-35,287
149
$8.76M 0.03%
38,760
+5,455
150
$8.66M 0.03%
37,193
-920
4 5
6
7 8