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
$19.9B
AUM Growth
-$2.92B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
815
New
Increased
Reduced
Closed

Top Buys

1
+$400M
2
+$128M
3
+$127M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$22.9M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$15.5M

Top Sells

1
+$452M
2
+$169M
3
+$79.8M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$45.7M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$36.7M

Sector Composition

1 Technology 3.28%
2 Healthcare 2.2%
3 Financials 1.76%
4 Consumer Discretionary 1.43%
5 Consumer Staples 1.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3.97M 0.02%
100,036
-4,110
227
$3.97M 0.02%
62,706
+33,921
228
$3.88M 0.02%
17,112
+4,430
229
$3.88M 0.02%
11,890
+885
230
$3.87M 0.02%
60,314
+19,451
231
$3.84M 0.02%
12,831
-5,779
232
$3.83M 0.02%
130,853
-23,165
233
$3.82M 0.02%
193,146
-34,404
234
$3.81M 0.02%
5,805
-3,356
235
$3.81M 0.02%
29,706
+2,736
236
$3.8M 0.02%
13,967
+6,836
237
$3.78M 0.02%
73,165
-16,538
238
$3.77M 0.02%
1,756
+111
239
$3.77M 0.02%
23,129
+4,423
240
$3.77M 0.02%
105,518
-3,392
241
$3.76M 0.02%
22,122
-2,102
242
$3.74M 0.02%
129,595
+2,242
243
$3.71M 0.02%
20,952
+6,566
244
$3.69M 0.02%
103,534
+46,406
245
$3.68M 0.02%
108,289
-2,567
246
$3.63M 0.02%
43,549
-9,608
247
$3.62M 0.02%
27,183
+6,351
248
$3.6M 0.02%
28,445
-1,574
249
$3.57M 0.02%
19,661
+1,833
250
$3.56M 0.02%
212,325
-3,507
8 9
10
11 12