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
476
$1.1M 0.01%
9,894
-1,894
477
$1.1M 0.01%
39,820
+1,382
478
$1.1M 0.01%
954
-262
479
$1.07M 0.01%
25,793
-2,110
480
$1.07M 0.01%
3,839
+987
481
$1.07M 0.01%
15,098
+232
482
$1.06M 0.01%
15,559
-827
483
$1.05M 0.01%
33,223
+2,163
484
$1.05M 0.01%
7,353
+29
485
$1.03M 0.01%
5,303
-6,438
486
$1.01M 0.01%
6,761
+305
487
$987K 0.01%
4,011
+747
488
$983K ﹤0.01%
5,061
-3,945
489
$979K ﹤0.01%
2,549
+173
490
$971K ﹤0.01%
16,075
+5,667
491
$954K ﹤0.01%
34,106
-1,807
492
$953K ﹤0.01%
21,949
+7,540
493
$947K ﹤0.01%
17,565
+1,280
494
$945K ﹤0.01%
6,771
+1,825
495
$944K ﹤0.01%
18,086
+4,904
496
$940K ﹤0.01%
25,146
+9,086
497
$932K ﹤0.01%
18,327
+231
498
$929K ﹤0.01%
5,159
-188
499
$920K ﹤0.01%
4,509
-5,526
500
$913K ﹤0.01%
25,271
-10,647
18 19
20
21 22