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
626
$411K ﹤0.01%
4,329
-1,644
627
$409K ﹤0.01%
20,037
+3,039
628
$408K ﹤0.01%
3,880
-1,621
629
$401K ﹤0.01%
12,977
+4,245
630
$400K ﹤0.01%
10,221
+1,925
631
$399K ﹤0.01%
8,360
+1,055
632
$397K ﹤0.01%
+6,647
633
$396K ﹤0.01%
12,720
+4,004
634
$395K ﹤0.01%
1,315
+765
635
$394K ﹤0.01%
18,356
+1,366
636
$385K ﹤0.01%
+19,068
637
$384K ﹤0.01%
+8,004
638
$383K ﹤0.01%
1,497
+60
639
$380K ﹤0.01%
12,835
-31,265
640
$379K ﹤0.01%
2,760
-200
641
$378K ﹤0.01%
28,537
-32,366
642
$375K ﹤0.01%
2,589
-3,025
643
$375K ﹤0.01%
3,312
+995
644
$375K ﹤0.01%
+27,910
645
$367K ﹤0.01%
3,425
-768
646
$364K ﹤0.01%
3,961
-4,679
647
$364K ﹤0.01%
8,691
+3,806
648
$363K ﹤0.01%
4,660
-1,323
649
$363K ﹤0.01%
6,178
-441
650
$362K ﹤0.01%
+7,266
24 25
26
27 28