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
526
$965K ﹤0.01%
5,035
-1,296
527
$959K ﹤0.01%
10,876
+2,609
528
$951K ﹤0.01%
9,108
+1,640
529
$946K ﹤0.01%
6,371
+2,107
530
$943K ﹤0.01%
8,013
+2,350
531
$933K ﹤0.01%
3,760
+1,946
532
$927K ﹤0.01%
3,264
-976
533
$923K ﹤0.01%
4,067
-7,810
534
$916K ﹤0.01%
+82,384
535
$908K ﹤0.01%
5,760
+902
536
$902K ﹤0.01%
3,032
-1,912
537
$891K ﹤0.01%
7,182
-931
538
$886K ﹤0.01%
3,666
-198
539
$884K ﹤0.01%
198
+26
540
$883K ﹤0.01%
14,409
+8,612
541
$872K ﹤0.01%
1,844
+265
542
$866K ﹤0.01%
8,225
+6,030
543
$858K ﹤0.01%
7,325
+4,432
544
$852K ﹤0.01%
13,182
+3,264
545
$848K ﹤0.01%
3,667
+728
546
$831K ﹤0.01%
8,316
+3,226
547
$825K ﹤0.01%
5,286
+1,642
548
$824K ﹤0.01%
6,178
-2,320
549
$818K ﹤0.01%
6,849
-318
550
$816K ﹤0.01%
14,275
+2,084
20 21
22
23 24