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
351
$2.24M 0.01%
95,668
+10,116
352
$2.23M 0.01%
76,998
-4,174
353
$2.23M 0.01%
56,001
+20,728
354
$2.22M 0.01%
43,921
+9,535
355
$2.22M 0.01%
14,345
+3,579
356
$2.21M 0.01%
39,545
-3,691
357
$2.19M 0.01%
15,305
-12,877
358
$2.18M 0.01%
10,384
+2,217
359
$2.17M 0.01%
18,187
+7,490
360
$2.17M 0.01%
22,217
+3,413
361
$2.16M 0.01%
22,215
+18,596
362
$2.16M 0.01%
35,344
-7,265
363
$2.15M 0.01%
22,756
-2,499
364
$2.15M 0.01%
68,224
-1,648
365
$2.13M 0.01%
7,220
-2,386
366
$2.13M 0.01%
29,289
-1,285
367
$2.13M 0.01%
10,680
-7,792
368
$2.1M 0.01%
+70,591
369
$2.1M 0.01%
37,955
-3,970
370
$2.1M 0.01%
29,901
+12,976
371
$2.09M 0.01%
70,627
-32,092
372
$2.07M 0.01%
31,750
+11,530
373
$2.07M 0.01%
20,529
+15,957
374
$2.06M 0.01%
71,026
-20,238
375
$2.06M 0.01%
14,118
+1,273
13 14
15
16 17