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
426
$1.75M 0.01%
29,917
+5,278
427
$1.74M 0.01%
19,399
-2,015
428
$1.74M 0.01%
7,877
-3,904
429
$1.72M 0.01%
+11,861
430
$1.71M 0.01%
26,826
-1,304
431
$1.71M 0.01%
38,718
+3,307
432
$1.69M 0.01%
20,082
+1,018
433
$1.68M 0.01%
19,924
+1,092
434
$1.67M 0.01%
1,216
+54
435
$1.66M 0.01%
12,320
+6,398
436
$1.66M 0.01%
6,643
-1,642
437
$1.66M 0.01%
35,273
+17,470
438
$1.65M 0.01%
56,645
+15,582
439
$1.65M 0.01%
35,141
+23,413
440
$1.65M 0.01%
35,918
-5,254
441
$1.64M 0.01%
36,167
-5,120
442
$1.63M 0.01%
6,569
+376
443
$1.63M 0.01%
+40,557
444
$1.63M 0.01%
28,655
+23,428
445
$1.6M 0.01%
27,903
-6,598
446
$1.57M 0.01%
11,905
-8,909
447
$1.56M 0.01%
15,411
-8,189
448
$1.56M 0.01%
19,700
-303
449
$1.52M 0.01%
7,379
+5,990
450
$1.51M 0.01%
6,802
-7,544
16 17
18
19 20