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
351
$2.49M 0.01%
66,980
-3,489
352
$2.46M 0.01%
58,747
+24,921
353
$2.46M 0.01%
10,137
+2,691
354
$2.44M 0.01%
25,446
+12,119
355
$2.44M 0.01%
16,085
+13,235
356
$2.43M 0.01%
13,822
+958
357
$2.42M 0.01%
70,531
-2,740
358
$2.42M 0.01%
38,616
+12,117
359
$2.42M 0.01%
48,672
-29,180
360
$2.41M 0.01%
11,741
+6,464
361
$2.41M 0.01%
7,131
-3,945
362
$2.4M 0.01%
118,832
-91,034
363
$2.4M 0.01%
30,516
+23,663
364
$2.38M 0.01%
1,011
-156
365
$2.35M 0.01%
30,574
+8,035
366
$2.35M 0.01%
8,001
-3,323
367
$2.34M 0.01%
16,849
+1,967
368
$2.33M 0.01%
6,567
-3,416
369
$2.32M 0.01%
27,695
-20,893
370
$2.3M 0.01%
51,656
+27,542
371
$2.3M 0.01%
50,662
+23,625
372
$2.29M 0.01%
43,236
+9,843
373
$2.27M 0.01%
+19,948
374
$2.26M 0.01%
23,476
+11,810
375
$2.25M 0.01%
27,754
-3,745
13 14
15
16 17