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
$23.2B
AUM Growth
-$357M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
847
New
Increased
Reduced
Closed

Top Buys

1
+$776M
2
+$118M
3
+$98.7M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$96.6M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$90.3M

Top Sells

1
+$585M
2
+$143M
3
+$47.1M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$41.1M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$39.2M

Sector Composition

1 Technology 4.2%
2 Financials 1.79%
3 Consumer Discretionary 1.73%
4 Healthcare 1.69%
5 Communication Services 1.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$2.28M 0.01%
26,424
+3,016
402
$2.25M 0.01%
34,007
+24,650
403
$2.24M 0.01%
18,406
-700
404
$2.2M 0.01%
48,077
+19,347
405
$2.19M 0.01%
12,357
-15,289
406
$2.18M 0.01%
37,765
-12,968
407
$2.17M 0.01%
34,971
-880
408
$2.17M 0.01%
10,491
+461
409
$2.14M 0.01%
37,521
-4,997
410
$2.13M 0.01%
28,304
-8,045
411
$2.12M 0.01%
31,090
+2,780
412
$2.09M 0.01%
55,373
+3,175
413
$2.09M 0.01%
17,185
+2,064
414
$2.09M 0.01%
10,336
-129
415
$2.08M 0.01%
11,038
+1,429
416
$2.06M 0.01%
32,561
+1,913
417
$2.06M 0.01%
75,837
+30,489
418
$2.06M 0.01%
23,245
-5,763
419
$2.06M 0.01%
7,192
-1,823
420
$2.05M 0.01%
4,654
+230
421
$2.05M 0.01%
6,242
-1,959
422
$2.04M 0.01%
53,500
+27,548
423
$2.03M 0.01%
16,151
-627
424
$1.96M 0.01%
90,360
+51,408
425
$1.95M 0.01%
37,130
+2,885
15 16
17
18 19