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
$16.6B
AUM Growth
+$2.64B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
530
New
Increased
Reduced
Closed

Top Buys

1
+$193M
2
+$119M
3
+$115M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$105M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$101M

Top Sells

1
+$18.4M
2
+$9.35M
3
+$7.21M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$6.92M
5
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$6.43M

Sector Composition

1 Technology 2.61%
2 Financials 1.57%
3 Consumer Discretionary 1.39%
4 Healthcare 1.15%
5 Communication Services 1.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$11M 0.07%
140,412
-3,933
52
$10.9M 0.07%
99,759
+2,568
53
$10.6M 0.06%
113,955
-21,092
54
$10.3M 0.06%
196,347
-7,751
55
$10M 0.06%
70,921
+1,763
56
$10M 0.06%
67,565
+5,142
57
$9.81M 0.06%
45,740
-2,683
58
$9.64M 0.06%
48,942
+1,593
59
$9.49M 0.06%
88,559
-7,449
60
$9.41M 0.06%
45,173
-2,351
61
$9.34M 0.06%
43,916
+3,197
62
$8.97M 0.05%
76,541
+3,267
63
$8.94M 0.05%
13,511
-188
64
$8.67M 0.05%
18,612
+1,314
65
$8.59M 0.05%
452,348
-40,518
66
$8.44M 0.05%
136,820
+17,402
67
$8.39M 0.05%
+35,688
68
$8.18M 0.05%
222,267
+52,964
69
$8.18M 0.05%
46,314
+2,456
70
$8.06M 0.05%
279,489
-19,875
71
$7.98M 0.05%
128,676
+1,860
72
$7.84M 0.05%
46,443
-5,468
73
$7.67M 0.05%
47,774
-493
74
$7.41M 0.04%
135,099
+13,230
75
$7.27M 0.04%
10,079
+405
1 2
3
4 5