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
401
$1.97M 0.01%
+48,201
402
$1.96M 0.01%
92,987
+59,453
403
$1.95M 0.01%
5,725
+1,652
404
$1.92M 0.01%
30,949
-17,429
405
$1.92M 0.01%
18,611
+13,438
406
$1.92M 0.01%
30,300
-31,933
407
$1.9M 0.01%
32,692
-2,175
408
$1.89M 0.01%
52,574
+34,990
409
$1.89M 0.01%
18,804
+10,134
410
$1.89M 0.01%
6,941
-1,139
411
$1.88M 0.01%
47,818
-1,214
412
$1.86M 0.01%
6,268
+831
413
$1.86M 0.01%
21,825
+17,516
414
$1.86M 0.01%
10,766
+8,869
415
$1.85M 0.01%
10,081
-177
416
$1.85M 0.01%
3,304
-2,203
417
$1.84M 0.01%
11,672
-1,291
418
$1.84M 0.01%
35,913
-1,353
419
$1.84M 0.01%
20,220
+14,849
420
$1.84M 0.01%
23,988
-2,601
421
$1.8M 0.01%
64,640
+29,763
422
$1.8M 0.01%
7,531
+1,882
423
$1.79M 0.01%
11,788
-366
424
$1.76M 0.01%
40,010
+28,673
425
$1.75M 0.01%
34,386
+27,261
15 16
17
18 19