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
26
$55.1M 0.28%
503,340
+88,020
27
$46.8M 0.24%
705,238
+191,870
28
$43.5M 0.22%
193,956
+31,440
29
$43.1M 0.22%
83,979
-599
30
$42.8M 0.22%
240,982
+83,888
31
$39.6M 0.2%
789,576
+16,844
32
$36.7M 0.18%
2,423,350
-493,680
33
$35.6M 0.18%
566,540
+93,332
34
$35.4M 0.18%
413,405
+50,414
35
$35.4M 0.18%
1,095,066
+223,685
36
$34.8M 0.17%
107,218
+23,903
37
$34.1M 0.17%
1,220,634
+28,112
38
$33M 0.17%
229,184
+33,624
39
$32M 0.16%
609,978
+187,053
40
$28.4M 0.14%
104,027
-6,463
41
$25.9M 0.13%
53,957
+905
42
$25.2M 0.13%
164,310
+23,252
43
$24.9M 0.13%
126,572
+25,828
44
$24.2M 0.12%
215,285
+26,786
45
$23.8M 0.12%
86,944
+2,398
46
$23.8M 0.12%
164,514
+8,809
47
$22.2M 0.11%
376,814
-17,471
48
$22M 0.11%
241,625
+75,547
49
$21.6M 0.11%
133,963
-36,693
50
$21.1M 0.11%
912,381
+129,830
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