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
501
$905K ﹤0.01%
7,459
-14,125
502
$905K ﹤0.01%
226
+28
503
$895K ﹤0.01%
43,735
+22,296
504
$890K ﹤0.01%
7,870
+2,938
505
$888K ﹤0.01%
17,722
-1,442
506
$872K ﹤0.01%
2,263
+486
507
$867K ﹤0.01%
3,728
+969
508
$853K ﹤0.01%
24,156
-479
509
$849K ﹤0.01%
2,836
-687
510
$848K ﹤0.01%
54,058
-3,513
511
$844K ﹤0.01%
4,286
+526
512
$842K ﹤0.01%
9,379
+166
513
$842K ﹤0.01%
3,087
+1,765
514
$838K ﹤0.01%
12,411
+3,736
515
$827K ﹤0.01%
7,705
+555
516
$825K ﹤0.01%
4,542
-493
517
$825K ﹤0.01%
6,734
-347
518
$809K ﹤0.01%
3,716
-193
519
$805K ﹤0.01%
22,605
+7,985
520
$791K ﹤0.01%
3,644
-23
521
$779K ﹤0.01%
24,727
+5,867
522
$767K ﹤0.01%
15,631
+1,356
523
$763K ﹤0.01%
11,095
-20,255
524
$763K ﹤0.01%
4,115
+1,587
525
$743K ﹤0.01%
4,443
-2,359
19 20
21
22 23