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
201
$9.06M 0.03%
72,547
+6,249
202
$8.85M 0.03%
72,197
-1,597
203
$8.84M 0.03%
138,605
+13,623
204
$8.83M 0.03%
230,391
+11,572
205
$8.83M 0.03%
68,365
+13,027
206
$8.74M 0.03%
34,480
+2,901
207
$8.71M 0.03%
370,126
+59,035
208
$8.66M 0.03%
153,630
+39,480
209
$8.57M 0.03%
96,097
+11,869
210
$8.48M 0.02%
29,866
+464
211
$8.46M 0.02%
47,716
+1,970
212
$8.42M 0.02%
139,605
+14,000
213
$8.16M 0.02%
78,446
+3,210
214
$8.11M 0.02%
45,809
-5,015
215
$8.07M 0.02%
24,548
+2,557
216
$8.07M 0.02%
65,804
+5,658
217
$8M 0.02%
58,048
+6,235
218
$7.96M 0.02%
79,242
+2,625
219
$7.93M 0.02%
182,798
+5,976
220
$7.88M 0.02%
138,838
-22,862
221
$7.85M 0.02%
106,055
+14,432
222
$7.78M 0.02%
22,896
+913
223
$7.76M 0.02%
70,704
+23,753
224
$7.74M 0.02%
126,567
+6,966
225
$7.7M 0.02%
277,558
+78,779
7 8
9
10 11