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
$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
1
$4B 13.46%
14,956,014
-262,806
2
$2.67B 8.98%
53,994,384
-1,112,320
3
$1.98B 6.67%
37,052,523
+1,149,968
4
$1.92B 6.46%
99,896,726
+8,428,600
5
$1.78B 6%
40,763,528
-683,998
6
$1.5B 5.05%
29,977,106
+1,609,840
7
$1.33B 4.48%
63,511,938
-2,183,925
8
$1.23B 4.14%
6,740,259
-203,220
9
$991M 3.33%
9,301,268
+146,256
10
$823M 2.77%
6,925,616
+1,806,508
11
$699M 2.35%
8,344,992
+403,394
12
$654M 2.2%
6,104,015
+150,276
13
$547M 1.84%
9,490,894
+1,982,527
14
$537M 1.81%
3,181,439
-74,367
15
$503M 1.69%
5,679,780
+124,698
16
$468M 1.57%
3,787,148
+130,298
17
$386M 1.3%
14,887,602
-462,177
18
$302M 1.02%
603,206
+48,036
19
$301M 1.01%
1,379,464
+73,590
20
$290M 0.98%
648,887
-4,431
21
$257M 0.86%
1,218,562
+43,437
22
$217M 0.73%
869,582
+14,185
23
$203M 0.68%
1,697,904
+26,896
24
$172M 0.58%
892,342
+6,122
25
$140M 0.47%
277,283
-3,278
1
2 3 4 5