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
676
$387K ﹤0.01%
2,931
+1,000
677
$384K ﹤0.01%
5,902
+1,197
678
$382K ﹤0.01%
2,361
-492
679
$379K ﹤0.01%
1,592
+656
680
$377K ﹤0.01%
+6,474
681
$376K ﹤0.01%
8,489
+1,453
682
$373K ﹤0.01%
4,844
+996
683
$373K ﹤0.01%
6,225
-698
684
$372K ﹤0.01%
+16,403
685
$370K ﹤0.01%
7,305
+908
686
$370K ﹤0.01%
3,416
-11,344
687
$365K ﹤0.01%
3,619
+369
688
$363K ﹤0.01%
1,627
+690
689
$357K ﹤0.01%
2,846
+1,306
690
$351K ﹤0.01%
29,464
+5,859
691
$350K ﹤0.01%
3,831
+308
692
$338K ﹤0.01%
4,885
-16,184
693
$337K ﹤0.01%
+3,255
694
$330K ﹤0.01%
8,374
+1,134
695
$329K ﹤0.01%
+5,357
696
$328K ﹤0.01%
+11,803
697
$327K ﹤0.01%
3,916
-1,061
698
$326K ﹤0.01%
13,877
-1,787
699
$325K ﹤0.01%
6,996
-1,631
700
$322K ﹤0.01%
4,760
-659
26 27
28
29 30