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
326
$3.09M 0.01%
51,888
+7,742
327
$3.07M 0.01%
23,439
-35,891
328
$3.05M 0.01%
38,276
+1,491
329
$3.05M 0.01%
129,450
+68,477
330
$3.04M 0.01%
54,483
+65
331
$3.03M 0.01%
37,740
+3,977
332
$3.02M 0.01%
57,471
-1,321
333
$3.02M 0.01%
71,474
+24,503
334
$3.02M 0.01%
18,384
-3,739
335
$3M 0.01%
132,001
+40,219
336
$3M 0.01%
185,776
+15,261
337
$3M 0.01%
22,306
+395
338
$2.98M 0.01%
17,932
+2,596
339
$2.98M 0.01%
21,328
+1,335
340
$2.96M 0.01%
215,672
+176,286
341
$2.95M 0.01%
24,529
-3,165
342
$2.95M 0.01%
42,294
+5,004
343
$2.94M 0.01%
7,756
+3,094
344
$2.92M 0.01%
115,404
-4,991
345
$2.92M 0.01%
38,698
-947
346
$2.89M 0.01%
163,403
-103,365
347
$2.88M 0.01%
25,474
+2,289
348
$2.87M 0.01%
41,690
+253
349
$2.86M 0.01%
162,725
-4,396
350
$2.84M 0.01%
43,020
+4,138
12 13
14
15 16