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
126
$15.3M 0.04%
283,672
+139,823
127
$14.9M 0.04%
96,833
-4,681
128
$14.8M 0.04%
133,518
+12,922
129
$14.6M 0.04%
50,289
+21,906
130
$14.6M 0.04%
691,502
+105,795
131
$14.5M 0.04%
202,259
-42,329
132
$14.2M 0.04%
75,895
+686
133
$14.1M 0.04%
255,359
-51,748
134
$14.1M 0.04%
154,433
-6,834
135
$14.1M 0.04%
249,605
+149,692
136
$13.7M 0.04%
227,804
+7,610
137
$13.2M 0.04%
50,544
-2,565
138
$13M 0.04%
1,394,893
+124,011
139
$13M 0.04%
58,903
+5,031
140
$12.9M 0.04%
92,768
-547
141
$12.9M 0.04%
115,817
+20,818
142
$12.8M 0.04%
43,692
+6,363
143
$12.8M 0.04%
66,290
+1,177
144
$12.7M 0.04%
59,730
+3,521
145
$12.7M 0.04%
26,100
+195
146
$12.6M 0.04%
55,145
-3,011
147
$12.5M 0.04%
76,489
+4,262
148
$12.5M 0.04%
72,545
+11,219
149
$12.4M 0.04%
34,464
+735
150
$12.4M 0.04%
163,320
+94,440
4 5
6
7 8