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
501
$1.15M 0.01%
2,376
+915
502
$1.14M 0.01%
14,866
-1,484
503
$1.14M 0.01%
5,011
-5,102
504
$1.14M 0.01%
6,456
+3,698
505
$1.13M 0.01%
5,614
-4,830
506
$1.13M ﹤0.01%
4,970
-3,266
507
$1.12M ﹤0.01%
16,285
+7,060
508
$1.12M ﹤0.01%
57,571
-1,672
509
$1.1M ﹤0.01%
7,002
-516
510
$1.1M ﹤0.01%
18,163
-25,746
511
$1.09M ﹤0.01%
7,081
-2,174
512
$1.09M ﹤0.01%
9,093
-4,044
513
$1.08M ﹤0.01%
+28,183
514
$1.07M ﹤0.01%
18,096
-11,556
515
$1.06M ﹤0.01%
29,202
-3,548
516
$1.05M ﹤0.01%
5,347
+1,527
517
$1.05M ﹤0.01%
19,734
+6,392
518
$1.04M ﹤0.01%
12,707
+4,354
519
$1.04M ﹤0.01%
7,918
+1,078
520
$1.03M ﹤0.01%
9,213
-887
521
$1.03M ﹤0.01%
13,682
+2,590
522
$1.02M ﹤0.01%
60,903
+3,986
523
$998K ﹤0.01%
66,995
-8,865
524
$992K ﹤0.01%
11,365
+3,064
525
$988K ﹤0.01%
2,852
+528
19 20
21
22 23