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
176
$7M 0.03%
136,464
-6,593
177
$6.97M 0.03%
26,865
+2,156
178
$6.97M 0.03%
48,944
+16,286
179
$6.97M 0.03%
337,882
-50,382
180
$6.93M 0.03%
117,628
+45,356
181
$6.91M 0.03%
47,871
+4,823
182
$6.84M 0.03%
143,278
+13,108
183
$6.83M 0.03%
33,688
+2,168
184
$6.79M 0.03%
14,401
+3,345
185
$6.73M 0.03%
41,994
+24,809
186
$6.71M 0.03%
11,543
+2,446
187
$6.7M 0.03%
49,795
-154
188
$6.68M 0.03%
43,854
+35,197
189
$6.62M 0.03%
155,591
+26,697
190
$6.61M 0.03%
63,760
+1,902
191
$6.6M 0.03%
168,411
+52,013
192
$6.59M 0.03%
14,236
+709
193
$6.58M 0.03%
107,556
+47,897
194
$6.58M 0.03%
45,630
-334
195
$6.55M 0.03%
26,872
-562
196
$6.48M 0.02%
48,706
+935
197
$6.48M 0.02%
179,364
-4,538
198
$6.4M 0.02%
129,202
+9,410
199
$6.36M 0.02%
370,323
-66,236
200
$6.3M 0.02%
89,805
-1,420
6 7
8
9 10