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
551
$638K ﹤0.01%
+13,452
552
$638K ﹤0.01%
8,307
+2,766
553
$636K ﹤0.01%
5,626
+1,841
554
$633K ﹤0.01%
64,143
+13,366
555
$632K ﹤0.01%
3,202
+589
556
$631K ﹤0.01%
4,591
-695
557
$628K ﹤0.01%
1,890
+240
558
$627K ﹤0.01%
8,686
-10,713
559
$625K ﹤0.01%
19,519
+1,195
560
$619K ﹤0.01%
5,886
+563
561
$617K ﹤0.01%
2,646
+686
562
$611K ﹤0.01%
15,513
-1,854
563
$608K ﹤0.01%
4,468
+1,638
564
$605K ﹤0.01%
34,603
+24,184
565
$603K ﹤0.01%
9,390
+2,065
566
$602K ﹤0.01%
2,761
+1,114
567
$591K ﹤0.01%
4,364
-8,941
568
$586K ﹤0.01%
13,920
+1,304
569
$583K ﹤0.01%
8,362
+3,408
570
$571K ﹤0.01%
6,372
+560
571
$569K ﹤0.01%
11,344
-216
572
$560K ﹤0.01%
2,718
-948
573
$554K ﹤0.01%
19,362
-1,058
574
$552K ﹤0.01%
7,432
+2,382
575
$543K ﹤0.01%
2,296
-408
21 22
23
24 25