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
701
$322K ﹤0.01%
8,732
+394
702
$321K ﹤0.01%
2,997
+1,042
703
$321K ﹤0.01%
11,782
-2,521
704
$308K ﹤0.01%
1,900
+1
705
$304K ﹤0.01%
+5,147
706
$303K ﹤0.01%
+5,227
707
$298K ﹤0.01%
1,052
-4,157
708
$298K ﹤0.01%
+6,250
709
$297K ﹤0.01%
2,879
+328
710
$295K ﹤0.01%
8,716
+3,578
711
$295K ﹤0.01%
9,000
+2,981
712
$295K ﹤0.01%
1,515
+157
713
$294K ﹤0.01%
+3,523
714
$293K ﹤0.01%
+1,941
715
$286K ﹤0.01%
2,824
-912
716
$284K ﹤0.01%
1,156
-104
717
$280K ﹤0.01%
+2,354
718
$280K ﹤0.01%
+8,757
719
$280K ﹤0.01%
+7,578
720
$275K ﹤0.01%
+4,551
721
$272K ﹤0.01%
4,761
+175
722
$268K ﹤0.01%
1,408
+408
723
$265K ﹤0.01%
2,317
-603
724
$264K ﹤0.01%
+2,856
725
$262K ﹤0.01%
5,676
+3,093
27 28
29
30 31