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
201
$7.24M 0.02%
41,344
+28
202
$7.23M 0.02%
71,828
+35,877
203
$7.2M 0.02%
51,018
+3,631
204
$7.2M 0.02%
80,480
+4,079
205
$7.18M 0.02%
57,040
-6,047
206
$7.15M 0.02%
47,002
-630
207
$7.13M 0.02%
11,982
+73
208
$7.07M 0.02%
45,461
+976
209
$7.05M 0.02%
24,313
+155
210
$7.03M 0.02%
5,503
-2
211
$7.02M 0.02%
143,254
+6,476
212
$6.9M 0.02%
109,080
+18,726
213
$6.89M 0.02%
141,770
-10,353
214
$6.8M 0.02%
201,372
+24,945
215
$6.8M 0.02%
43,733
+16,328
216
$6.78M 0.02%
170,856
+45,208
217
$6.78M 0.02%
338,998
-1,694
218
$6.66M 0.02%
45,908
-1,537
219
$6.6M 0.02%
500,468
+37,198
220
$6.6M 0.02%
21,431
-483
221
$6.55M 0.02%
60,251
-712
222
$6.54M 0.02%
21,908
-921
223
$6.51M 0.02%
33,510
-5,197
224
$6.26M 0.02%
12,382
+418
225
$6.23M 0.02%
76,371
+1,078
7 8
9
10 11