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
$22.8B
AUM Growth
-$832M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
831
New
Increased
Reduced
Closed

Top Buys

1
+$343M
2
+$158M
3
+$157M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$49.8M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$42.6M

Top Sells

1
+$344M
2
+$225M
3
+$51.7M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$49.6M
5
VB icon
Vanguard Small-Cap ETF
VB
+$18.3M

Sector Composition

1 Technology 3.54%
2 Financials 1.9%
3 Healthcare 1.72%
4 Consumer Discretionary 1.56%
5 Industrials 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$4.38M 0.02%
74,986
+5,228
227
$4.38M 0.02%
84,900
+71,018
228
$4.37M 0.02%
48,385
-1,438
229
$4.36M 0.02%
32,973
+22,601
230
$4.32M 0.02%
36,695
+6,413
231
$4.3M 0.02%
45,872
-9,385
232
$4.28M 0.02%
9,579
+1,066
233
$4.24M 0.02%
126,169
+28,450
234
$4.22M 0.02%
23,114
+9,919
235
$4.2M 0.02%
17,828
+1,811
236
$4.19M 0.02%
31,737
-1,360
237
$4.19M 0.02%
46,610
+9,152
238
$4.17M 0.02%
16,619
+5,634
239
$4.16M 0.02%
30,019
-7,306
240
$4.11M 0.02%
79,668
+21,251
241
$4.09M 0.02%
19,071
+8,310
242
$4.08M 0.02%
215,832
-12,472
243
$4.08M 0.02%
88,973
+12,073
244
$4.07M 0.02%
+153,898
245
$4.04M 0.02%
28,529
+3,637
246
$4.03M 0.02%
26,970
+6,910
247
$4.01M 0.02%
15,359
+8,236
248
$4M 0.02%
55,823
+44,815
249
$4M 0.02%
16,825
+3,394
250
$3.99M 0.02%
30,136
+7,765
8 9
10
11 12