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
201
$6.23M 0.02%
42,258
+7,952
202
$6.22M 0.02%
23,941
+1,311
203
$6.2M 0.02%
63,937
+24,103
204
$6.17M 0.02%
40,972
+460
205
$6.15M 0.02%
11,940
+281
206
$6.11M 0.02%
61,795
+43,339
207
$6.07M 0.02%
187,314
+1,928
208
$6M 0.02%
162,340
+22,433
209
$5.97M 0.02%
10,946
-6
210
$5.88M 0.02%
69,891
+31,533
211
$5.85M 0.02%
21,487
-167
212
$5.85M 0.02%
459,792
+9,203
213
$5.84M 0.02%
53,375
-5,342
214
$5.77M 0.02%
12,603
+2,771
215
$5.77M 0.02%
46,464
+602
216
$5.62M 0.02%
12,192
+883
217
$5.61M 0.02%
51,924
+9,742
218
$5.6M 0.02%
96,803
+7,917
219
$5.57M 0.02%
65,283
+7,197
220
$5.55M 0.02%
186,401
+13,395
221
$5.55M 0.02%
48,182
-8,362
222
$5.54M 0.02%
5,475
+178
223
$5.53M 0.02%
216,555
-3,953
224
$5.52M 0.02%
192,661
+44,403
225
$5.5M 0.02%
31,455
+4,153
7 8
9
10 11