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
$23.2B
AUM Growth
-$357M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
847
New
Increased
Reduced
Closed

Top Buys

1
+$776M
2
+$118M
3
+$98.7M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$96.6M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$90.3M

Top Sells

1
+$585M
2
+$143M
3
+$47.1M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$41.1M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$39.2M

Sector Composition

1 Technology 4.2%
2 Financials 1.79%
3 Consumer Discretionary 1.73%
4 Healthcare 1.69%
5 Communication Services 1.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$687K ﹤0.01%
9,923
+1,908
627
$685K ﹤0.01%
6,568
+2,049
628
$683K ﹤0.01%
14,464
+5,314
629
$682K ﹤0.01%
18,548
-13,447
630
$680K ﹤0.01%
4,430
+684
631
$676K ﹤0.01%
9,262
+1,733
632
$674K ﹤0.01%
36,642
+19,270
633
$671K ﹤0.01%
10,891
+1,852
634
$669K ﹤0.01%
8,207
+2,523
635
$668K ﹤0.01%
6,652
+19
636
$668K ﹤0.01%
3,264
-77
637
$666K ﹤0.01%
8,681
-73
638
$664K ﹤0.01%
21,145
+6,889
639
$663K ﹤0.01%
9,475
+3,697
640
$659K ﹤0.01%
11,641
+8,868
641
$656K ﹤0.01%
31,261
+11,899
642
$652K ﹤0.01%
1,689
+157
643
$652K ﹤0.01%
30,880
-12,445
644
$651K ﹤0.01%
2,418
+292
645
$648K ﹤0.01%
29,589
-1,002
646
$639K ﹤0.01%
1,565
+36
647
$634K ﹤0.01%
8,434
+791
648
$632K ﹤0.01%
5,165
-1,816
649
$630K ﹤0.01%
57,968
-24,326
650
$628K ﹤0.01%
5,223
-5,268
24 25
26
27 28