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
251
$3.53M 0.02%
27,583
+1,794
252
$3.51M 0.02%
42,862
+4
253
$3.49M 0.02%
43,930
-17,016
254
$3.47M 0.02%
10,877
+1,531
255
$3.43M 0.02%
26,445
+2,637
256
$3.43M 0.02%
23,462
-60
257
$3.43M 0.02%
24,858
+13,186
258
$3.37M 0.02%
35,463
-1,232
259
$3.37M 0.02%
86,930
-46,965
260
$3.36M 0.02%
74,225
-7,859
261
$3.36M 0.02%
38,386
-11,796
262
$3.35M 0.02%
27,576
+7,597
263
$3.35M 0.02%
36,726
-8,557
264
$3.33M 0.02%
13,790
+7,221
265
$3.32M 0.02%
50,091
+5,683
266
$3.31M 0.02%
29,059
+1,726
267
$3.3M 0.02%
87,087
+3,798
268
$3.27M 0.02%
131,108
+30,588
269
$3.27M 0.02%
6,990
+1,006
270
$3.27M 0.02%
16,286
-5,820
271
$3.24M 0.02%
172,643
-43,755
272
$3.21M 0.02%
19,003
-4,111
273
$3.2M 0.02%
20,936
-11,106
274
$3.17M 0.02%
9,570
-1,354
275
$3.15M 0.02%
97,922
+14,470
9 10
11
12 13