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
151
$10.1M 0.03%
710,002
+366,934
152
$10.1M 0.03%
9,586
-154
153
$9.76M 0.03%
209,457
+23,125
154
$9.73M 0.03%
179,678
-4,452
155
$9.67M 0.03%
87,844
-1,721
156
$9.65M 0.03%
336,479
-5,582
157
$9.62M 0.03%
263,514
+110,334
158
$9.58M 0.03%
24,996
+5,899
159
$9.51M 0.03%
91,743
-3,970
160
$9.48M 0.03%
97,742
+4,625
161
$9.05M 0.03%
134,381
+5,667
162
$9.04M 0.03%
15,478
+760
163
$8.97M 0.03%
27,267
+972
164
$8.97M 0.03%
59,061
+1,800
165
$8.93M 0.03%
121,124
+10,255
166
$8.89M 0.03%
37,265
-563
167
$8.88M 0.03%
55,334
+1,573
168
$8.77M 0.03%
49,769
+1,855
169
$8.61M 0.03%
76,703
+11,870
170
$8.61M 0.03%
85,776
+13,261
171
$8.52M 0.03%
120,990
-3,255
172
$8.47M 0.03%
149,471
-7,563
173
$8.36M 0.03%
133,452
+22,152
174
$8.29M 0.03%
80,490
+2,935
175
$8.28M 0.03%
70,687
+5,274
5 6
7
8 9