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
176
$10.5M 0.03%
115,533
+15,870
177
$10.5M 0.03%
18,397
+2,357
178
$10.5M 0.03%
60,791
+2,515
179
$10.4M 0.03%
239,433
+17,830
180
$10.3M 0.03%
48,650
+1,311
181
$10.3M 0.03%
126,721
+19,824
182
$10.2M 0.03%
178,296
+3,841
183
$10.2M 0.03%
114,118
+7,338
184
$10.1M 0.03%
151,019
+72,754
185
$10M 0.03%
23,712
+4,634
186
$9.96M 0.03%
173,129
+24,861
187
$9.81M 0.03%
53,504
+11,491
188
$9.81M 0.03%
82,761
+4,878
189
$9.77M 0.03%
89,683
+2,253
190
$9.49M 0.03%
90,656
+2,035
191
$9.46M 0.03%
52,011
+5,501
192
$9.46M 0.03%
46,056
+8,233
193
$9.45M 0.03%
119,550
-615
194
$9.41M 0.03%
214,983
-22,504
195
$9.37M 0.03%
129,760
+2,120
196
$9.32M 0.03%
138,035
+53,177
197
$9.28M 0.03%
133,618
+4,449
198
$9.28M 0.03%
8,802
-70
199
$9.27M 0.03%
569,812
+50,526
200
$9.25M 0.03%
84,593
+8,688
6 7
8
9 10