Wealthfront Advisers

Wealthfront Advisers Portfolio holdings

AUM $44.7B
1-Year Est. Return 18.94%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.94%
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
+$357M
2
+$160M
3
+$155M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$51.9M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$42M

Top Sells

1
+$355M
2
+$228M
3
+$51M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$49.4M
5
VB icon
Vanguard Small-Cap ETF
VB
+$18.1M

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
651
$439K ﹤0.01%
+1,647
652
$438K ﹤0.01%
7,347
+4,000
653
$437K ﹤0.01%
3,124
-1,247
654
$436K ﹤0.01%
2,322
+1,099
655
$432K ﹤0.01%
5,541
+1,459
656
$432K ﹤0.01%
8,296
-1,457
657
$426K ﹤0.01%
+3,631
658
$425K ﹤0.01%
4,643
+1,124
659
$425K ﹤0.01%
5,693
+2,964
660
$422K ﹤0.01%
1,987
+861
661
$421K ﹤0.01%
4,652
-408
662
$416K ﹤0.01%
+3,341
663
$413K ﹤0.01%
1,801
-9,631
664
$409K ﹤0.01%
6,958
+139
665
$408K ﹤0.01%
3,399
+1,046
666
$407K ﹤0.01%
+7,252
667
$405K ﹤0.01%
+16,998
668
$400K ﹤0.01%
1,577
-3,636
669
$400K ﹤0.01%
17,198
-1,387
670
$399K ﹤0.01%
1,559
+307
671
$398K ﹤0.01%
12,808
-6,454
672
$396K ﹤0.01%
+16,075
673
$395K ﹤0.01%
3,603
-534
674
$393K ﹤0.01%
1,136
-680
675
$388K ﹤0.01%
+14,074
25 26
27
28 29