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
376
$2.06M 0.01%
13,067
+3,172
377
$2.06M 0.01%
27,060
+9,080
378
$2.05M 0.01%
93,359
-46,721
379
$2.03M 0.01%
16,369
+14,445
380
$2.02M 0.01%
86,934
-3,136
381
$2.01M 0.01%
50,429
+10,419
382
$2.01M 0.01%
24,398
-4,553
383
$2.01M 0.01%
21,086
+5,001
384
$2M 0.01%
124,009
-10,830
385
$2M 0.01%
24,607
+4,907
386
$1.99M 0.01%
15,812
+14,349
387
$1.99M 0.01%
26,682
+15,318
388
$1.99M 0.01%
31,246
-684
389
$1.95M 0.01%
66,141
-28,235
390
$1.93M 0.01%
22,646
-2,800
391
$1.93M 0.01%
151,995
-11,225
392
$1.92M 0.01%
22,430
+3,819
393
$1.91M 0.01%
62,556
-4,424
394
$1.9M 0.01%
18,852
+6,991
395
$1.88M 0.01%
7,995
+5,297
396
$1.87M 0.01%
32,256
+24,672
397
$1.86M 0.01%
14,344
-14,185
398
$1.86M 0.01%
40,827
+32,338
399
$1.85M 0.01%
35,493
+6,838
400
$1.84M 0.01%
19,700
-17,716
14 15
16
17 18