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
551
$808K ﹤0.01%
8,833
-5,553
552
$803K ﹤0.01%
+10,051
553
$799K ﹤0.01%
4,650
+1,885
554
$793K ﹤0.01%
7,150
+497
555
$792K ﹤0.01%
23,119
-1,104
556
$792K ﹤0.01%
21,993
+13,140
557
$789K ﹤0.01%
1,401
+108
558
$789K ﹤0.01%
9,810
+1,867
559
$780K ﹤0.01%
3,909
-352
560
$780K ﹤0.01%
+2,759
561
$778K ﹤0.01%
8,675
+2,997
562
$774K ﹤0.01%
17,367
-26,991
563
$772K ﹤0.01%
33,741
+12,778
564
$765K ﹤0.01%
21,439
+11,598
565
$761K ﹤0.01%
8,640
+1,652
566
$749K ﹤0.01%
14,620
+7,981
567
$734K ﹤0.01%
1,650
-2
568
$733K ﹤0.01%
20,420
-1,073
569
$731K ﹤0.01%
18,324
+3,532
570
$722K ﹤0.01%
50,777
+25,874
571
$710K ﹤0.01%
28,433
+1,523
572
$708K ﹤0.01%
+8,059
573
$708K ﹤0.01%
1,777
+553
574
$703K ﹤0.01%
5,501
+1,325
575
$701K ﹤0.01%
3,917
+121
21 22
23
24 25