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
726
$261K ﹤0.01%
+3,382
727
$261K ﹤0.01%
550
-2,731
728
$258K ﹤0.01%
2,462
+85
729
$255K ﹤0.01%
2,865
-12
730
$255K ﹤0.01%
+4,909
731
$252K ﹤0.01%
+6,965
732
$252K ﹤0.01%
3,333
-724
733
$251K ﹤0.01%
7,817
-2,516
734
$250K ﹤0.01%
+5,179
735
$246K ﹤0.01%
+1,547
736
$242K ﹤0.01%
6,959
-4,092
737
$241K ﹤0.01%
3,054
-514
738
$239K ﹤0.01%
7,843
-4,335
739
$239K ﹤0.01%
10,215
-284
740
$239K ﹤0.01%
1,924
-2,401
741
$230K ﹤0.01%
+5,907
742
$230K ﹤0.01%
+4,110
743
$229K ﹤0.01%
3,326
+715
744
$228K ﹤0.01%
+2,105
745
$224K ﹤0.01%
5,835
-1,079
746
$223K ﹤0.01%
1,589
-457
747
$221K ﹤0.01%
23,995
+10,968
748
$220K ﹤0.01%
8,856
-6,841
749
$220K ﹤0.01%
+2,662
750
$219K ﹤0.01%
+843
28 29
30
31 32