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
326
$2.47M 0.01%
44,690
-2,548
327
$2.46M 0.01%
18,480
+1,631
328
$2.45M 0.01%
31,299
+9,474
329
$2.44M 0.01%
41,229
-5,629
330
$2.44M 0.01%
28,358
-9,014
331
$2.44M 0.01%
21,380
+1,432
332
$2.43M 0.01%
50,056
+19,756
333
$2.43M 0.01%
264,815
+110,917
334
$2.41M 0.01%
60,800
+25,659
335
$2.38M 0.01%
22,668
+19,544
336
$2.38M 0.01%
83,357
+3,092
337
$2.36M 0.01%
34,604
+4,088
338
$2.35M 0.01%
50,724
+19,574
339
$2.34M 0.01%
18,898
+965
340
$2.34M 0.01%
11,630
+6,619
341
$2.34M 0.01%
5,679
+276
342
$2.33M 0.01%
40,361
-836
343
$2.31M 0.01%
45,856
+7,240
344
$2.28M 0.01%
44,358
-17,890
345
$2.27M 0.01%
25,442
+2,446
346
$2.27M 0.01%
4,992
+904
347
$2.27M 0.01%
16,845
-3,628
348
$2.26M 0.01%
44,113
+10,274
349
$2.26M 0.01%
133,393
-3,685
350
$2.25M 0.01%
40,357
+22,194
12 13
14
15 16