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
526
$739K ﹤0.01%
5,126
+2,765
527
$730K ﹤0.01%
31,349
-14,218
528
$727K ﹤0.01%
12,521
-1,161
529
$726K ﹤0.01%
14,823
+3,458
530
$723K ﹤0.01%
6,448
-401
531
$723K ﹤0.01%
5,069
+962
532
$720K ﹤0.01%
31,467
+3,376
533
$719K ﹤0.01%
9,764
+931
534
$714K ﹤0.01%
26,094
-11,244
535
$703K ﹤0.01%
13,622
+2,823
536
$699K ﹤0.01%
17,361
-2,373
537
$697K ﹤0.01%
5,855
-10,328
538
$695K ﹤0.01%
4,339
+1,665
539
$692K ﹤0.01%
1,846
+2
540
$688K ﹤0.01%
9,792
+3,158
541
$685K ﹤0.01%
23,336
+217
542
$680K ﹤0.01%
1,767
-1,679
543
$678K ﹤0.01%
9,485
+3,260
544
$671K ﹤0.01%
5,760
-1,242
545
$669K ﹤0.01%
4,136
+326
546
$668K ﹤0.01%
8,360
-3,357
547
$663K ﹤0.01%
7,032
-150
548
$657K ﹤0.01%
7,087
+909
549
$644K ﹤0.01%
4,087
+170
550
$643K ﹤0.01%
8,325
+1,843
20 21
22
23 24