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
$23.2B
AUM Growth
-$357M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
847
New
Increased
Reduced
Closed

Top Buys

1
+$776M
2
+$118M
3
+$98.7M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$96.6M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$90.3M

Top Sells

1
+$585M
2
+$143M
3
+$47.1M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$41.1M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$39.2M

Sector Composition

1 Technology 4.2%
2 Financials 1.79%
3 Consumer Discretionary 1.73%
4 Healthcare 1.69%
5 Communication Services 1.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$3.42M 0.01%
26,578
+1,818
302
$3.37M 0.01%
7,574
+1,635
303
$3.36M 0.01%
60,877
+4,417
304
$3.34M 0.01%
206,412
+12,960
305
$3.34M 0.01%
6,510
-174
306
$3.33M 0.01%
23,075
-2,915
307
$3.33M 0.01%
101,036
+3,994
308
$3.32M 0.01%
72,272
+3,044
309
$3.32M 0.01%
108,236
+5,840
310
$3.31M 0.01%
29,342
-599
311
$3.3M 0.01%
42,296
+12,151
312
$3.3M 0.01%
71,377
-1,698
313
$3.29M 0.01%
89,980
-21,389
314
$3.27M 0.01%
173,588
+60,823
315
$3.25M 0.01%
131,573
+16,817
316
$3.22M 0.01%
27,860
-120
317
$3.22M 0.01%
54,180
+9,340
318
$3.2M 0.01%
77,697
-31,720
319
$3.19M 0.01%
39,323
-10,171
320
$3.19M 0.01%
16,209
+64
321
$3.19M 0.01%
25,500
+160
322
$3.18M 0.01%
50,235
+6,746
323
$3.11M 0.01%
93,654
-137,387
324
$3.11M 0.01%
27,091
+283
325
$3.09M 0.01%
24,990
+3,795
11 12
13
14 15