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
426
$1.51M 0.01%
20,088
+164
427
$1.5M 0.01%
8,665
-10,406
428
$1.49M 0.01%
+22,786
429
$1.49M 0.01%
+15,170
430
$1.49M 0.01%
12,633
+7,210
431
$1.48M 0.01%
46,635
-1,183
432
$1.44M 0.01%
13,295
+7,620
433
$1.43M 0.01%
11,414
-491
434
$1.42M 0.01%
25,892
-26,723
435
$1.42M 0.01%
5,716
-655
436
$1.41M 0.01%
69,431
+1,442
437
$1.41M 0.01%
37,789
-929
438
$1.4M 0.01%
10,032
+8,231
439
$1.39M 0.01%
19,267
+2,389
440
$1.38M 0.01%
40,055
+11,872
441
$1.38M 0.01%
7,897
-8,006
442
$1.35M 0.01%
10,069
+4,309
443
$1.34M 0.01%
49,364
+4,940
444
$1.33M 0.01%
13,034
+714
445
$1.33M 0.01%
21,574
-3,006
446
$1.32M 0.01%
18,890
+9,080
447
$1.31M 0.01%
4,108
-1,930
448
$1.31M 0.01%
5,412
-1,155
449
$1.31M 0.01%
46,628
+15,280
450
$1.3M 0.01%
26,123
+1,619
16 17
18
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