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
451
$1.29M 0.01%
83,491
+26,846
452
$1.27M 0.01%
3,271
+20
453
$1.27M 0.01%
154,174
-41,782
454
$1.27M 0.01%
23,274
-23
455
$1.26M 0.01%
8,891
-1,190
456
$1.26M 0.01%
8,167
+148
457
$1.24M 0.01%
22,736
-4,090
458
$1.24M 0.01%
21,780
-2,208
459
$1.24M 0.01%
17,627
+9,159
460
$1.22M 0.01%
5,098
+436
461
$1.22M 0.01%
15,885
+494
462
$1.22M 0.01%
19,730
+2,612
463
$1.21M 0.01%
62,262
+10,558
464
$1.2M 0.01%
+24,434
465
$1.19M 0.01%
29,752
-2,940
466
$1.18M 0.01%
10,390
+5,539
467
$1.17M 0.01%
28,050
-20,622
468
$1.17M 0.01%
62,777
+29,036
469
$1.16M 0.01%
3,294
-2,312
470
$1.14M 0.01%
60,034
-7,046
471
$1.14M 0.01%
10,286
-154
472
$1.13M 0.01%
12,056
-19,681
473
$1.13M 0.01%
12,625
+743
474
$1.11M 0.01%
8,152
+189
475
$1.11M 0.01%
6,586
+2,519
17 18
19
20 21