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
726
$245K ﹤0.01%
7,575
-1,425
727
$244K ﹤0.01%
+4,397
728
$243K ﹤0.01%
9,872
-1,931
729
$243K ﹤0.01%
+30,246
730
$242K ﹤0.01%
+2,793
731
$238K ﹤0.01%
7,160
-187
732
$234K ﹤0.01%
+2,304
733
$234K ﹤0.01%
14,135
+6,635
734
$231K ﹤0.01%
4,019
+1,022
735
$229K ﹤0.01%
6,484
-50,179
736
$226K ﹤0.01%
2,761
-12,824
737
$225K ﹤0.01%
+8,282
738
$225K ﹤0.01%
2,839
+690
739
$224K ﹤0.01%
2,747
-118
740
$223K ﹤0.01%
10,469
+1,712
741
$222K ﹤0.01%
+3,928
742
$222K ﹤0.01%
4,806
-25,111
743
$221K ﹤0.01%
9,230
+374
744
$220K ﹤0.01%
+2,656
745
$218K ﹤0.01%
9,986
-229
746
$218K ﹤0.01%
3,187
-4,872
747
$214K ﹤0.01%
5,040
+196
748
$214K ﹤0.01%
5,602
-233
749
$213K ﹤0.01%
4,801
-108
750
$211K ﹤0.01%
1,231
-346
28 29
30
31 32