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
476
$1.39M 0.01%
44,424
+9,716
477
$1.36M 0.01%
16,386
-7,505
478
$1.36M 0.01%
3,523
+353
479
$1.35M 0.01%
8,753
+151
480
$1.34M 0.01%
15,391
+304
481
$1.34M 0.01%
38,438
-43,978
482
$1.32M 0.01%
11,717
+215
483
$1.32M 0.01%
3,251
-3,349
484
$1.32M 0.01%
45,567
+8,495
485
$1.3M 0.01%
7,963
+2,590
486
$1.3M 0.01%
19,164
+2,817
487
$1.29M 0.01%
12,821
-1,150
488
$1.28M 0.01%
31,348
+17,226
489
$1.28M 0.01%
7,324
+426
490
$1.28M 0.01%
+15,585
491
$1.26M 0.01%
21,947
+3,126
492
$1.26M 0.01%
16,925
+12,106
493
$1.25M 0.01%
31,150
+4,656
494
$1.24M 0.01%
23,297
-407
495
$1.23M 0.01%
56,042
-12,977
496
$1.22M 0.01%
51,704
+23,572
497
$1.19M 0.01%
86,495
-30,813
498
$1.18M 0.01%
4,946
+327
499
$1.18M 0.01%
2,704
-761
500
$1.17M 0.01%
5,973
+375