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
601
$478K ﹤0.01%
3,687
-113
602
$472K ﹤0.01%
35,921
+13,928
603
$463K ﹤0.01%
15,148
-64,472
604
$462K ﹤0.01%
8,069
+817
605
$462K ﹤0.01%
14,066
+8,390
606
$460K ﹤0.01%
+17,866
607
$457K ﹤0.01%
6,680
-3,371
608
$451K ﹤0.01%
4,101
-869
609
$448K ﹤0.01%
24,732
+7,264
610
$448K ﹤0.01%
5,976
+370
611
$446K ﹤0.01%
11,376
+5,126
612
$442K ﹤0.01%
2,420
-14,257
613
$437K ﹤0.01%
2,855
+635
614
$436K ﹤0.01%
6,618
+1,966
615
$432K ﹤0.01%
6,776
+1,083
616
$431K ﹤0.01%
12,109
-28,448
617
$430K ﹤0.01%
9,005
+2,531
618
$422K ﹤0.01%
+2,650
619
$422K ﹤0.01%
5,728
-5,148
620
$419K ﹤0.01%
15,679
+1,590
621
$417K ﹤0.01%
+2,737
622
$415K ﹤0.01%
7,207
-2,648
623
$415K ﹤0.01%
14,331
-1,677
624
$414K ﹤0.01%
5,652
+1,641
625
$414K ﹤0.01%
5,044
-196
23 24
25
26 27