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
51
$21.9M 0.1%
422,925
-6,640
52
$21.3M 0.09%
35,978
+711
53
$20.5M 0.09%
57,475
-6,936
54
$20.5M 0.09%
78,721
+10,692
55
$20.2M 0.09%
238,130
+39,807
56
$19.9M 0.09%
58,944
+4,406
57
$19.7M 0.09%
782,551
+216,016
58
$18.7M 0.08%
651,262
+237,461
59
$17.5M 0.08%
203,353
-6,522
60
$17.1M 0.08%
144,835
+3,473
61
$16.9M 0.07%
206,424
+42,887
62
$16.7M 0.07%
99,644
-3,228
63
$16M 0.07%
145,583
-8,570
64
$15.9M 0.07%
34,940
-8,194
65
$15.1M 0.07%
138,141
+33,005
66
$14.7M 0.06%
80,179
+2,742
67
$14.7M 0.06%
201,378
+81,853
68
$14.6M 0.06%
72,303
+10,735
69
$14.6M 0.06%
145,957
+24,072
70
$14.5M 0.06%
476,323
+93,151
71
$14.1M 0.06%
56,990
-6,425
72
$13.7M 0.06%
100,195
-17,344
73
$13.7M 0.06%
37,655
+13,824
74
$13.6M 0.06%
166,078
+32,252
75
$13.5M 0.06%
217,732
+12,356
1 2
3
4 5