Wealthfront Advisers

Wealthfront Advisers Portfolio holdings

AUM $44.7B
1-Year Est. Return 18.94%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.94%
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 +$357M
2 +$160M
3 +$155M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$51.9M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$42M

Top Sells

1 +$355M
2 +$228M
3 +$51M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$49.4M
5
VB icon
Vanguard Small-Cap ETF
VB
+$18.1M

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
376
$2.24M 0.01%
9,006
+3,707
377
$2.23M 0.01%
58,277
+26,600
378
$2.23M 0.01%
58,899
-13,724
379
$2.2M 0.01%
16,183
+10,751
380
$2.2M 0.01%
+78,036
381
$2.17M 0.01%
13,571
+8,095
382
$2.15M 0.01%
34,271
+28,168
383
$2.15M 0.01%
33,839
+18,837
384
$2.15M 0.01%
56,663
-6,002
385
$2.13M 0.01%
45,858
-21,957
386
$2.12M 0.01%
59,703
-27,755
387
$2.11M 0.01%
10,035
+7,508
388
$2.11M 0.01%
17,286
-1,810
389
$2.11M 0.01%
6,371
+622
390
$2.11M 0.01%
4,088
+2,991
391
$2.1M 0.01%
12,845
+11,526
392
$2.08M 0.01%
6,038
-6,748
393
$2.07M 0.01%
14,386
+5,139
394
$2.02M 0.01%
26,625
+17,747
395
$2.02M 0.01%
28,785
-861
396
$2M 0.01%
9,312
+281
397
$1.99M 0.01%
9,895
+6,480
398
$1.99M 0.01%
16,606
-10,899
399
$1.98M 0.01%
8,167
-271
400
$1.97M 0.01%
67,989
+8,468