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
176
$8.27M 0.03%
9,169
-211
177
$8.26M 0.03%
+242,042
178
$8.09M 0.03%
123,658
-17,794
179
$8M 0.03%
21,399
+2,408
180
$7.99M 0.03%
103,748
+4,425
181
$7.9M 0.03%
179,777
-2,607
182
$7.84M 0.03%
194,974
+8,803
183
$7.74M 0.03%
29,844
-735
184
$7.74M 0.03%
128,280
+12,955
185
$7.72M 0.03%
14,255
+254
186
$7.72M 0.03%
169,516
+14,618
187
$7.68M 0.03%
98,971
+11,242
188
$7.66M 0.03%
180,272
+28,644
189
$7.55M 0.03%
38,417
-804
190
$7.54M 0.03%
44,500
+2,272
191
$7.52M 0.03%
109,544
-57,583
192
$7.49M 0.03%
118,046
+13,697
193
$7.48M 0.03%
74,593
+10,560
194
$7.47M 0.03%
54,178
+3,254
195
$7.4M 0.02%
31,217
-1,333
196
$7.39M 0.02%
372,048
+51,450
197
$7.33M 0.02%
9,982
+5,505
198
$7.32M 0.02%
49,413
-1,301
199
$7.31M 0.02%
49,564
+5,081
200
$7.26M 0.02%
61,297
+8,561
6 7
8
9 10