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
251
$3.98M 0.02%
37,416
+14,104
252
$3.97M 0.02%
11,897
+1,094
253
$3.95M 0.02%
16,677
+12,990
254
$3.91M 0.02%
82,084
-1,216
255
$3.9M 0.02%
41,672
+3,506
256
$3.88M 0.02%
23,522
+1,506
257
$3.85M 0.02%
62,248
+16,759
258
$3.81M 0.02%
17,801
+6,412
259
$3.76M 0.02%
85,921
-18,404
260
$3.73M 0.02%
27,333
-3,782
261
$3.73M 0.02%
83,289
-8,532
262
$3.72M 0.02%
152,867
-4,473
263
$3.71M 0.02%
140,080
+428
264
$3.7M 0.02%
42,858
-9,185
265
$3.63M 0.02%
23,808
+14,977
266
$3.61M 0.02%
67,220
-61,530
267
$3.55M 0.02%
33,051
+11,266
268
$3.49M 0.02%
110,856
-4,136
269
$3.49M 0.02%
25,789
+6,270
270
$3.42M 0.02%
66,641
-2,635
271
$3.42M 0.02%
9,346
+867
272
$3.42M 0.02%
91,264
-12,286
273
$3.4M 0.01%
20,473
+9,080
274
$3.39M 0.01%
10,924
+8,962
275
$3.39M 0.01%
21,584
+2,620
9 10
11
12 13