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
401
$1.82M 0.01%
6,028
-752
402
$1.79M 0.01%
+35,711
403
$1.78M 0.01%
76,304
+11,664
404
$1.76M 0.01%
14,804
-15,332
405
$1.75M 0.01%
10,156
+844
406
$1.75M 0.01%
55,516
-2,761
407
$1.74M 0.01%
19,535
+4,124
408
$1.74M 0.01%
13,527
-4,959
409
$1.73M 0.01%
988
-23
410
$1.71M 0.01%
12,570
-1,252
411
$1.69M 0.01%
20,019
-63
412
$1.67M 0.01%
8,003
+126
413
$1.66M 0.01%
27,946
+4,839
414
$1.65M 0.01%
35,245
-5,649
415
$1.63M 0.01%
8,250
+6,263
416
$1.61M 0.01%
45,594
-264
417
$1.61M 0.01%
17,614
+4,793
418
$1.61M 0.01%
29,131
+23,774
419
$1.61M 0.01%
70,455
+53,257
420
$1.57M 0.01%
7,489
-2,648
421
$1.56M 0.01%
56,518
-3,185
422
$1.55M 0.01%
+25,255
423
$1.54M 0.01%
15,440
+7,124
424
$1.54M 0.01%
3,902
+598
425
$1.53M 0.01%
18,111
+5,404
15 16
17
18 19