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
151
$8.44M 0.03%
9,611
+145
152
$8.32M 0.03%
92,185
+52,862
153
$8.27M 0.03%
57,974
+34,535
154
$8.25M 0.03%
31,490
-1,153
155
$8.21M 0.03%
20,538
-2,230
156
$8.1M 0.03%
56,818
+5,204
157
$8.06M 0.03%
127,260
-9,825
158
$7.89M 0.03%
9,519
-456
159
$7.85M 0.03%
142,831
-27,817
160
$7.71M 0.03%
318,970
-7,419
161
$7.58M 0.03%
62,688
-2,194
162
$7.55M 0.03%
109,806
-3,662
163
$7.54M 0.03%
77,175
-1,470
164
$7.46M 0.03%
37,560
-12,328
165
$7.44M 0.03%
55,786
-12,959
166
$7.39M 0.03%
46,090
+9,077
167
$7.34M 0.03%
120,855
+4,516
168
$7.26M 0.03%
23,282
-3,872
169
$7.18M 0.03%
90,116
+18,374
170
$7.17M 0.03%
177,679
-15,867
171
$7.16M 0.03%
78,669
+1,258
172
$7.12M 0.03%
47,595
+4,123
173
$7.05M 0.03%
31,332
+704
174
$7.04M 0.03%
14,538
+450
175
$7.03M 0.03%
24,331
-1,622
5 6
7
8 9