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
751
$218K ﹤0.01%
2,719
-843
752
$218K ﹤0.01%
+724
753
$218K ﹤0.01%
+10,419
754
$218K ﹤0.01%
+6,006
755
$218K ﹤0.01%
1,574
-69
756
$216K ﹤0.01%
+2,149
757
$214K ﹤0.01%
+5,773
758
$214K ﹤0.01%
7,500
-11,679
759
$212K ﹤0.01%
1,484
-1,100
760
$212K ﹤0.01%
+7,310
761
$211K ﹤0.01%
+2,350
762
$208K ﹤0.01%
1,463
+315
763
$207K ﹤0.01%
2,655
-31
764
$206K ﹤0.01%
+3,290
765
$206K ﹤0.01%
+6,004
766
$205K ﹤0.01%
+5,090
767
$205K ﹤0.01%
4,182
-440
768
$202K ﹤0.01%
+2,268
769
$201K ﹤0.01%
885
-234
770
$200K ﹤0.01%
395
-32
771
$200K ﹤0.01%
+6,099
772
$138K ﹤0.01%
12,923
-496
773
– –
-822
774
– –
-3,536
775
– –
-4,216
29 30
31
32 33