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
626
$503K ﹤0.01%
3,785
-1,283
627
$503K ﹤0.01%
5,240
+286
628
$499K ﹤0.01%
5,606
+1,083
629
$499K ﹤0.01%
8,683
-10,925
630
$498K ﹤0.01%
4,011
-3,107
631
$495K ﹤0.01%
2,528
+490
632
$493K ﹤0.01%
4,572
+950
633
$489K ﹤0.01%
1,437
-1,287
634
$483K ﹤0.01%
+1,322
635
$481K ﹤0.01%
2,918
+1,961
636
$478K ﹤0.01%
1,433
-282
637
$468K ﹤0.01%
16,990
+4,298
638
$463K ﹤0.01%
2,220
+463
639
$461K ﹤0.01%
990
-36
640
$461K ﹤0.01%
1,017
-144
641
$459K ﹤0.01%
10,012
+366
642
$457K ﹤0.01%
2,830
-641
643
$457K ﹤0.01%
14,089
+3,345
644
$457K ﹤0.01%
18,361
+2,587
645
$454K ﹤0.01%
5,050
+2,409
646
$452K ﹤0.01%
1,960
-824
647
$449K ﹤0.01%
+7,134
648
$448K ﹤0.01%
6,619
+3,197
649
$446K ﹤0.01%
3,760
-5,321
650
$442K ﹤0.01%
+8,434