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
$16.6B
AUM Growth
+$2.64B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
530
New
Increased
Reduced
Closed

Top Buys

1
+$193M
2
+$119M
3
+$115M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$105M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$101M

Top Sells

1
+$18.4M
2
+$9.35M
3
+$7.21M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$6.92M
5
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$6.43M

Sector Composition

1 Technology 2.61%
2 Financials 1.57%
3 Consumer Discretionary 1.39%
4 Healthcare 1.15%
5 Communication Services 1.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$28.4M 0.17%
324,280
+10,840
27
$28.1M 0.17%
2,151,320
+53,240
28
$24.3M 0.15%
781,678
+5,308
29
$22.6M 0.14%
103,192
-4,995
30
$21.1M 0.13%
60,302
+2,542
31
$20.3M 0.12%
159,667
+18,857
32
$20M 0.12%
56,014
-2,431
33
$20M 0.12%
170,434
-160
34
$19.6M 0.12%
363,070
+28,320
35
$19.6M 0.12%
83,497
+4,105
36
$18.6M 0.11%
69,914
+216
37
$18M 0.11%
129,269
+659
38
$17.7M 0.11%
112,287
+15,343
39
$16.4M 0.1%
32,713
+389
40
$16.1M 0.1%
165,611
-13,325
41
$15.6M 0.09%
86,370
+4,066
42
$15.3M 0.09%
65,910
+2,481
43
$14.7M 0.09%
305,127
+22,932
44
$13.1M 0.08%
433,575
+6,807
45
$12.7M 0.08%
33,610
+1,769
46
$12.2M 0.07%
79,805
+5,848
47
$11.6M 0.07%
149,833
+3,033
48
$11.5M 0.07%
44,062
+1,835
49
$11.3M 0.07%
192,033
-6,462
50
$11M 0.07%
67,190
+3,966
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