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
301
$2.73M 0.01%
24,060
+5,623
302
$2.71M 0.01%
68,349
+9,602
303
$2.7M 0.01%
147,540
-5,327
304
$2.7M 0.01%
+81,183
305
$2.67M 0.01%
54,457
+3,795
306
$2.67M 0.01%
65,046
-1,595
307
$2.67M 0.01%
84,009
-1,912
308
$2.66M 0.01%
51,068
+16,797
309
$2.66M 0.01%
81,128
+51,926
310
$2.65M 0.01%
97,798
-89,511
311
$2.65M 0.01%
62,925
-58,185
312
$2.65M 0.01%
111,916
+33,880
313
$2.63M 0.01%
13,180
+2,192
314
$2.6M 0.01%
48,122
+26,175
315
$2.59M 0.01%
39,559
+3,654
316
$2.56M 0.01%
66,712
-22,261
317
$2.55M 0.01%
9,467
+31
318
$2.54M 0.01%
9,974
+3,033
319
$2.53M 0.01%
10,638
+1,052
320
$2.52M 0.01%
230,983
-37,548
321
$2.52M 0.01%
4,687
-124
322
$2.51M 0.01%
24,787
-3,843
323
$2.51M 0.01%
17,747
+8,994
324
$2.51M 0.01%
61,213
+51,201
325
$2.49M 0.01%
27,473
+3,997
11 12
13
14 15