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
151
$12.4M 0.04%
53,858
+597
152
$12.1M 0.04%
104,641
+11,734
153
$12.1M 0.04%
285,674
-3,288
154
$12M 0.03%
136,959
+57,562
155
$11.9M 0.03%
10,770
+446
156
$11.9M 0.03%
43,106
+1,609
157
$11.9M 0.03%
693,127
-2,848
158
$11.9M 0.03%
248,379
+59,783
159
$11.7M 0.03%
22,525
+945
160
$11.4M 0.03%
416,203
+33,845
161
$11.3M 0.03%
300,708
-20,248
162
$11.2M 0.03%
55,555
+886
163
$11.1M 0.03%
103,086
+15,484
164
$11.1M 0.03%
205,155
+15,262
165
$11M 0.03%
133,543
+27,998
166
$11M 0.03%
78,603
+3,646
167
$10.9M 0.03%
65,101
+3,162
168
$10.9M 0.03%
332,447
+11,986
169
$10.8M 0.03%
183,744
+24,580
170
$10.8M 0.03%
206,926
+37,612
171
$10.7M 0.03%
29,049
+1,661
172
$10.6M 0.03%
150,894
+23,197
173
$10.6M 0.03%
45,477
+5,391
174
$10.5M 0.03%
62,136
+3,237
175
$10.5M 0.03%
52,073
-1,665
5 6
7
8 9