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
576
$697K ﹤0.01%
18,860
+1,853
577
$695K ﹤0.01%
5,423
+384
578
$693K ﹤0.01%
+10,408
579
$686K ﹤0.01%
5,812
+756
580
$686K ﹤0.01%
2,698
-58
581
$682K ﹤0.01%
11,560
+6,729
582
$677K ﹤0.01%
28,091
+16,268
583
$671K ﹤0.01%
16,008
-24,026
584
$665K ﹤0.01%
5,675
+229
585
$662K ﹤0.01%
3,810
+576
586
$656K ﹤0.01%
1,846
+295
587
$654K ﹤0.01%
2,712
-11,037
588
$646K ﹤0.01%
4,932
-6,946
589
$645K ﹤0.01%
10,799
+5,791
590
$644K ﹤0.01%
5,637
-292
591
$641K ﹤0.01%
24,635
-1,800
592
$639K ﹤0.01%
4,107
-13,220
593
$637K ﹤0.01%
+9,855
594
$636K ﹤0.01%
12,616
-3,624
595
$633K ﹤0.01%
24,602
-693
596
$621K ﹤0.01%
16,060
+3,725
597
$617K ﹤0.01%
2,613
-1,003
598
$607K ﹤0.01%
5,323
-446
599
$606K ﹤0.01%
6,482
+697
600
$600K ﹤0.01%
6,634
-557
22 23
24
25 26