Wealthfront Advisers

Wealthfront Advisers Portfolio holdings

AUM $38.8B
1-Year Est. Return 14.38%
This Quarter Est. Return
1 Year Est. Return
+14.38%
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
1
$3.46B 13.28%
14,570,883
+190,150
2
$2.59B 9.95%
54,070,113
+2,033,901
3
$1.71B 6.55%
33,711,808
+2,446,713
4
$1.68B 6.45%
40,845,044
+1,165,580
5
$1.66B 6.37%
89,681,016
-2,788,578
6
$1.27B 4.87%
68,364,957
-2,449,593
7
$1.27B 4.87%
24,823,975
+5,278,256
8
$1.12B 4.32%
6,594,727
+336,614
9
$1.04B 4%
9,609,442
+988,331
10
$678M 2.6%
7,670,419
+221,288
11
$624M 2.4%
5,638,391
+160,850
12
$511M 1.96%
3,105,632
+12,335
13
$497M 1.91%
4,725,350
+575,912
14
$477M 1.83%
5,350,967
+213,869
15
$402M 1.54%
15,848,580
-7,495,029
16
$397M 1.52%
7,369,653
+3,216,231
17
$262M 1%
1,226,203
-178,066
18
$238M 0.91%
633,161
+23,379
19
$235M 0.9%
1,220,490
+4,878
20
$221M 0.85%
506,554
+8,706
21
$191M 0.74%
877,517
-25,298
22
$176M 0.67%
3,544,980
-10,230
23
$162M 0.62%
1,539,544
+78,338
24
$131M 0.5%
863,840
+24,059
25
$120M 0.46%
1,020,637
-2,259
1
2 3 4 5