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
701
$272K ﹤0.01%
1,663
+148
702
$271K ﹤0.01%
3,176
+352
703
$270K ﹤0.01%
+3,213
704
$270K ﹤0.01%
27,085
-2,379
705
$269K ﹤0.01%
11,587
-195
706
$268K ﹤0.01%
1,841
-59
707
$267K ﹤0.01%
5,296
-3,727
708
$265K ﹤0.01%
3,628
-203
709
$264K ﹤0.01%
3,154
+236
710
$263K ﹤0.01%
5,772
+593
711
$261K ﹤0.01%
5,274
-3,160
712
$260K ﹤0.01%
2,996
-420
713
$260K ﹤0.01%
+8,388
714
$257K ﹤0.01%
+2,943
715
$257K ﹤0.01%
+4,153
716
$255K ﹤0.01%
2,843
+738
717
$255K ﹤0.01%
3,362
+506
718
$255K ﹤0.01%
3,191
-5,034
719
$252K ﹤0.01%
3,802
-114
720
$251K ﹤0.01%
4,298
-15,641
721
$251K ﹤0.01%
1,052
-104
722
$251K ﹤0.01%
7,798
-576
723
$251K ﹤0.01%
4,652
-4,031
724
$246K ﹤0.01%
879
+155
725
$246K ﹤0.01%
+7,295
27 28
29
30 31