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
51
$20.5M 0.1%
122,962
+23,318
52
$20.3M 0.1%
803,689
+152,427
53
$20M 0.1%
363,342
-19,315
54
$20M 0.1%
63,384
+5,909
55
$19.5M 0.1%
252,000
+13,870
56
$19.2M 0.1%
85,498
+6,777
57
$18.9M 0.09%
68,039
+9,095
58
$18.7M 0.09%
75,910
+18,920
59
$18.6M 0.09%
34,201
-1,777
60
$18.3M 0.09%
360,485
+126,429
61
$18.3M 0.09%
237,041
+35,663
62
$18.2M 0.09%
227,936
+24,583
63
$18M 0.09%
285,441
+67,709
64
$17.6M 0.09%
566,206
+32,676
65
$16.7M 0.08%
215,535
+9,111
66
$16.4M 0.08%
405,882
+137,382
67
$14.6M 0.07%
134,827
-10,008
68
$13.8M 0.07%
506,122
+29,799
69
$13.5M 0.07%
136,284
+37,668
70
$13.3M 0.07%
80,300
+27,119
71
$12.9M 0.06%
143,396
-2,561
72
$12.8M 0.06%
35,084
+144
73
$12.8M 0.06%
605,061
+91,311
74
$12.8M 0.06%
159,214
+75,169
75
$12.1M 0.06%
85,808
+32,536
1 2
3
4 5