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
$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
1
$4.53B 13.23%
15,626,644
+475,081
2
$2.8B 8.19%
58,593,050
+3,355,946
3
$2.03B 5.94%
38,954,372
+1,039,964
4
$1.99B 5.8%
107,390,188
+6,139,574
5
$1.96B 5.74%
44,575,645
+2,425,476
6
$1.37B 3.99%
60,222,952
-1,578,014
7
$1.34B 3.93%
6,864,832
+41,628
8
$1.25B 3.67%
9,753,243
+1,422,765
9
$1.23B 3.59%
24,488,697
-7,060,125
10
$1.06B 3.11%
17,335,594
+7,144,356
11
$884M 2.58%
8,273,071
+2,019,172
12
$807M 2.36%
7,576,579
-2,163,852
13
$760M 2.22%
8,535,038
+428,371
14
$655M 1.91%
3,447,344
+184,542
15
$574M 1.68%
22,234,248
+19,792,146
16
$528M 1.54%
3,933,568
+120,593
17
$391M 1.14%
6,827,300
+6,807,783
18
$391M 1.14%
14,309,642
-211,828
19
$387M 1.13%
718,286
+77,181
20
$382M 1.12%
1,588,699
+101,902
21
$339M 0.99%
1,354,939
+118,406
22
$286M 0.84%
679,296
+38,972
23
$258M 0.75%
2,002,265
+235,032
24
$254M 0.74%
2,852,238
-2,967,378
25
$248M 0.72%
3,087,461
+2,901,209
1
2 3 4 5