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
651
$362K ﹤0.01%
5,926
-1,208
652
$355K ﹤0.01%
15,596
-2,305
653
$354K ﹤0.01%
12,699
+6,695
654
$354K ﹤0.01%
6,076
-1,992
655
$353K ﹤0.01%
4,271
-3,742
656
$352K ﹤0.01%
+4,199
657
$349K ﹤0.01%
+7,081
658
$348K ﹤0.01%
4,649
-988
659
$348K ﹤0.01%
+4,294
660
$345K ﹤0.01%
1,754
+162
661
$343K ﹤0.01%
+11,392
662
$341K ﹤0.01%
900
-117
663
$341K ﹤0.01%
18,790
+2,715
664
$339K ﹤0.01%
+32,389
665
$333K ﹤0.01%
12,322
+4,479
666
$332K ﹤0.01%
3,639
-5,454
667
$327K ﹤0.01%
7,161
+1,259
668
$326K ﹤0.01%
1,657
-5,722
669
$326K ﹤0.01%
4,077
+822
670
$323K ﹤0.01%
1,237
+101
671
$322K ﹤0.01%
2,701
-1,621
672
$320K ﹤0.01%
1,145
-288
673
$319K ﹤0.01%
1,319
-4,949
674
$319K ﹤0.01%
12,936
-45,963
675
$318K ﹤0.01%
3,249
-354
25 26
27
28 29