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
$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
126
$12.5M 0.04%
289,703
+127,213
127
$12.3M 0.04%
39,150
+10,384
128
$12.1M 0.04%
308,291
-54,224
129
$12M 0.04%
56,033
+139
130
$11.9M 0.04%
52,633
-838
131
$11.9M 0.04%
34,839
-122
132
$11.8M 0.04%
55,762
+364
133
$11.7M 0.04%
21,234
+38
134
$11.6M 0.04%
74,203
+2,468
135
$11.6M 0.04%
119,246
+23,300
136
$11.5M 0.04%
110,555
-3,311
137
$11.3M 0.04%
85,848
+15,733
138
$10.8M 0.04%
227,087
-43,715
139
$10.7M 0.04%
55,104
-569
140
$10.7M 0.04%
46,720
+6,819
141
$10.6M 0.04%
13,517
+734
142
$10.5M 0.04%
120,260
-276
143
$10.5M 0.04%
12,762
+788
144
$10.5M 0.04%
57,561
+1,956
145
$10.5M 0.04%
221,780
+3,392
146
$10.4M 0.04%
74,096
-2,630
147
$10.3M 0.03%
40,395
+1,320
148
$10.3M 0.03%
405,459
+23,422
149
$10.3M 0.03%
21,970
+1,574
150
$10.2M 0.03%
103,183
+2,214
4 5
6
7 8