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
276
$3.38M 0.01%
42,169
+18,492
277
$3.37M 0.01%
11,005
+3,173
278
$3.36M 0.01%
1,645
+880
279
$3.35M 0.01%
37,372
-1,397
280
$3.34M 0.01%
46,858
+11,546
281
$3.33M 0.01%
24,580
+10,265
282
$3.33M 0.01%
15,903
+7,547
283
$3.32M 0.01%
+79,620
284
$3.31M 0.01%
44,408
+18,437
285
$3.28M 0.01%
13,305
-23,240
286
$3.27M 0.01%
41,925
-15,235
287
$3.27M 0.01%
18,706
-2,391
288
$3.21M 0.01%
81,172
-17,014
289
$3.18M 0.01%
41,394
+36,468
290
$3.17M 0.01%
40,863
-10,400
291
$3.17M 0.01%
42,609
-4,480
292
$3.15M 0.01%
102,719
+28,051
293
$3.14M 0.01%
83,452
-1,528
294
$3.13M 0.01%
4,811
+319
295
$3.12M 0.01%
47,589
+27,058
296
$3.12M 0.01%
16,876
-20,327
297
$3.11M 0.01%
134,839
-7,945
298
$3.08M 0.01%
28,630
+10,882
299
$3.08M 0.01%
10,988
+4,699
300
$3.08M 0.01%
23,098
-1,267
10 11
12
13 14