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
601
$599K ﹤0.01%
1,450
-2,230
602
$598K ﹤0.01%
17,468
+2,719
603
$583K ﹤0.01%
8,068
-6,254
604
$575K ﹤0.01%
14,069
+3,647
605
$575K ﹤0.01%
4,851
-7,508
606
$572K ﹤0.01%
1,289
-3,522
607
$568K ﹤0.01%
8,468
-1,653
608
$568K ﹤0.01%
4,322
+874
609
$568K ﹤0.01%
7,584
-8,983
610
$568K ﹤0.01%
+3,800
611
$557K ﹤0.01%
16,615
+2,553
612
$555K ﹤0.01%
4,766
-24,526
613
$552K ﹤0.01%
4,193
+1,079
614
$550K ﹤0.01%
9,023
+256
615
$547K ﹤0.01%
2,960
-1,445
616
$539K ﹤0.01%
4,954
+2,514
617
$537K ﹤0.01%
5,983
+1,693
618
$533K ﹤0.01%
15,211
+3,650
619
$531K ﹤0.01%
6,405
-2,690
620
$531K ﹤0.01%
1,741
+737
621
$527K ﹤0.01%
4,046
+945
622
$518K ﹤0.01%
2,674
-614
623
$514K ﹤0.01%
2,068
+240
624
$509K ﹤0.01%
6,444
+2,423
625
$506K ﹤0.01%
17,901
+7,035
23 24
25
26 27