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
276
$3.12M 0.02%
43,196
+16,571
277
$3.11M 0.02%
18,513
+1,894
278
$3.05M 0.02%
29,185
-8,219
279
$3.04M 0.02%
64,181
-20,719
280
$3.02M 0.02%
62,904
+11,248
281
$2.99M 0.02%
115,531
+45,000
282
$2.99M 0.02%
43,146
+1,752
283
$2.98M 0.02%
267,623
-112,739
284
$2.96M 0.01%
26,921
+3,823
285
$2.94M 0.01%
43,108
+5,706
286
$2.94M 0.01%
8,364
-3,872
287
$2.9M 0.01%
22,918
-10,055
288
$2.87M 0.01%
19,118
+744
289
$2.86M 0.01%
52,076
+1,424
290
$2.85M 0.01%
34,584
+5,802
291
$2.84M 0.01%
145,918
+52,931
292
$2.81M 0.01%
65,870
-1,350
293
$2.79M 0.01%
28,578
+67
294
$2.78M 0.01%
14,229
+7,225
295
$2.78M 0.01%
24,283
+16,365
296
$2.76M 0.01%
66,030
+6,089
297
$2.76M 0.01%
+103,135
298
$2.74M 0.01%
38,387
-8,223
299
$2.74M 0.01%
104,750
+8,100
300
$2.73M 0.01%
11,364
+4,721
10 11
12
13 14