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
$16.6B
AUM Growth
+$2.64B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
530
New
Increased
Reduced
Closed

Top Buys

1
+$193M
2
+$119M
3
+$115M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$105M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$101M

Top Sells

1
+$18.4M
2
+$9.35M
3
+$7.21M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$6.92M
5
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$6.43M

Sector Composition

1 Technology 2.61%
2 Financials 1.57%
3 Consumer Discretionary 1.39%
4 Healthcare 1.15%
5 Communication Services 1.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.04M 0.01%
17,680
+5,164
227
$2.04M 0.01%
7,491
+327
228
$2.04M 0.01%
33,459
-634
229
$2.04M 0.01%
9,817
+979
230
$2.02M 0.01%
13,169
+50
231
$1.98M 0.01%
8,098
+112
232
$1.98M 0.01%
53,941
-1,564
233
$1.97M 0.01%
22,284
-432
234
$1.96M 0.01%
8,281
-930
235
$1.93M 0.01%
17,587
+451
236
$1.92M 0.01%
6,632
-302
237
$1.92M 0.01%
16,589
+971
238
$1.89M 0.01%
14,525
+1,332
239
$1.89M 0.01%
27,352
-419
240
$1.89M 0.01%
167,511
-5,615
241
$1.88M 0.01%
25,006
+464
242
$1.86M 0.01%
99,239
+19,071
243
$1.86M 0.01%
4,315
-116
244
$1.85M 0.01%
49,031
-35
245
$1.84M 0.01%
88,366
+8,788
246
$1.84M 0.01%
18,824
+1,158
247
$1.83M 0.01%
7,697
-39
248
$1.82M 0.01%
11,979
+192
249
$1.8M 0.01%
19,722
-482
250
$1.79M 0.01%
14,835
+1,026
8 9
10
11 12