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
676
$318K ﹤0.01%
+3,748
677
$314K ﹤0.01%
2,468
+146
678
$313K ﹤0.01%
6,771
-21,293
679
$313K ﹤0.01%
1,787
+160
680
$307K ﹤0.01%
6,947
+2,186
681
$304K ﹤0.01%
2,308
+761
682
$304K ﹤0.01%
3,018
-323
683
$303K ﹤0.01%
13,890
+1,082
684
$302K ﹤0.01%
+7,174
685
$301K ﹤0.01%
1,224
-622
686
$298K ﹤0.01%
3,631
+785
687
$296K ﹤0.01%
1,385
+333
688
$295K ﹤0.01%
6,415
-17,973
689
$294K ﹤0.01%
7,977
+981
690
$292K ﹤0.01%
7,926
+2,836
691
$291K ﹤0.01%
6,296
-21,458
692
$291K ﹤0.01%
+7,895
693
$289K ﹤0.01%
721
-269
694
$279K ﹤0.01%
4,315
+1,660
695
$278K ﹤0.01%
1,604
-10,664
696
$277K ﹤0.01%
+8,321
697
$277K ﹤0.01%
3,168
+289
698
$276K ﹤0.01%
8,976
+1,398
699
$274K ﹤0.01%
4,395
-365
700
$273K ﹤0.01%
1,824
-888
26 27
28
29 30