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
451
$1.51M 0.01%
39,789
-2,746
452
$1.51M 0.01%
44,100
+960
453
$1.5M 0.01%
23,107
+18,534
454
$1.5M 0.01%
3,446
+2,006
455
$1.49M 0.01%
17,118
-21,136
456
$1.49M 0.01%
+8,103
457
$1.49M 0.01%
12,174
-17
458
$1.48M 0.01%
16,221
+6,748
459
$1.48M 0.01%
4,662
-502
460
$1.47M 0.01%
+78,696
461
$1.46M 0.01%
16,878
+8,198
462
$1.45M 0.01%
11,364
-3,632
463
$1.44M 0.01%
19,939
-1,484
464
$1.44M 0.01%
10,697
+5,573
465
$1.44M 0.01%
67,080
-2,536
466
$1.43M 0.01%
37,338
+19,782
467
$1.43M 0.01%
10,440
-1,638
468
$1.43M 0.01%
+17,980
469
$1.43M 0.01%
31,060
+7,783
470
$1.42M 0.01%
11,882
-660
471
$1.42M 0.01%
8,019
+215
472
$1.41M 0.01%
7,004
-1,091
473
$1.41M 0.01%
+24,504
474
$1.41M 0.01%
+28,064
475
$1.4M 0.01%
24,388
+16,703
17 18
19
20 21