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
576
$541K ﹤0.01%
25,738
+1,136
577
$540K ﹤0.01%
2,082
+793
578
$536K ﹤0.01%
2,989
-2,736
579
$533K ﹤0.01%
1,812
+362
580
$531K ﹤0.01%
6,784
-2,324
581
$528K ﹤0.01%
5,973
-398
582
$527K ﹤0.01%
15,089
-122
583
$525K ﹤0.01%
7,654
+1,210
584
$520K ﹤0.01%
16,326
+2,257
585
$515K ﹤0.01%
5,785
+1,135
586
$508K ﹤0.01%
17,135
-35,439
587
$508K ﹤0.01%
5,623
+3,682
588
$504K ﹤0.01%
14,875
+7,910
589
$502K ﹤0.01%
5,106
+1,346
590
$501K ﹤0.01%
2,204
+463
591
$495K ﹤0.01%
4,208
+162
592
$494K ﹤0.01%
10,787
+3,829
593
$494K ﹤0.01%
7,558
+2,331
594
$490K ﹤0.01%
2,376
+817
595
$486K ﹤0.01%
17,538
+923
596
$486K ﹤0.01%
7,447
+1,042
597
$486K ﹤0.01%
5,039
+273
598
$485K ﹤0.01%
53,498
-32,997
599
$484K ﹤0.01%
977
-424
600
$479K ﹤0.01%
22,552
+6,149
22 23
24
25 26