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
26
$62.2M 0.27%
447,120
+41,980
27
$58.4M 0.26%
162,516
+624
28
$58M 0.25%
415,320
+42,360
29
$43.1M 0.19%
84,578
+12,315
30
$41.6M 0.18%
513,368
+105,129
31
$39.6M 0.17%
772,732
+185,433
32
$39M 0.17%
110,490
+16,780
33
$37.9M 0.17%
170,656
+9,232
34
$36.2M 0.16%
1,192,522
-36,002
35
$34.9M 0.15%
473,208
+174,660
36
$32M 0.14%
871,381
+369,359
37
$30.5M 0.13%
53,052
+9,216
38
$30M 0.13%
362,991
+60,118
39
$29.9M 0.13%
195,560
+16,416
40
$27.8M 0.12%
157,094
+8,882
41
$25.7M 0.11%
188,499
-15,627
42
$25.4M 0.11%
155,705
+21,267
43
$25.3M 0.11%
84,546
+881
44
$23.9M 0.1%
83,315
+14,806
45
$23.4M 0.1%
372,010
+82,560
46
$22.9M 0.1%
141,058
+13,043
47
$22.6M 0.1%
382,657
-11,094
48
$22.4M 0.1%
394,285
-16,715
49
$22.3M 0.1%
100,744
-4,116
50
$22M 0.1%
533,530
-137,384
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