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
326
$2.78M 0.01%
25,255
-9,998
327
$2.77M 0.01%
90,070
-6,617
328
$2.77M 0.01%
59,941
-9,030
329
$2.76M 0.01%
195,956
-12,915
330
$2.76M 0.01%
41,197
-1,357
331
$2.72M 0.01%
5,403
-336
332
$2.71M 0.01%
31,930
+4,386
333
$2.7M 0.01%
39,481
-21,324
334
$2.7M 0.01%
+57,713
335
$2.69M 0.01%
137,078
-4,665
336
$2.67M 0.01%
40,894
-1,809
337
$2.63M 0.01%
20,832
+17,159
338
$2.62M 0.01%
57,128
-7,020
339
$2.61M 0.01%
3,739
+40
340
$2.6M 0.01%
5,984
+758
341
$2.59M 0.01%
37,402
-524
342
$2.58M 0.01%
35,905
+5,104
343
$2.57M 0.01%
20,029
+2,679
344
$2.54M 0.01%
12,268
+10,602
345
$2.53M 0.01%
18,486
+2,033
346
$2.53M 0.01%
22,996
-1,841
347
$2.53M 0.01%
19,979
-3,438
348
$2.51M 0.01%
69,872
-3,451
349
$2.51M 0.01%
8,784
-1,355
350
$2.5M 0.01%
17,933
-890
12 13
14
15 16