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
814
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
751
$210K ﹤0.01%
+4,590
752
$204K ﹤0.01%
1,737
+253
753
$204K ﹤0.01%
3,763
+437
754
$204K ﹤0.01%
5,522
+2,189
755
$202K ﹤0.01%
3,113
-269
756
$201K ﹤0.01%
1,125
-6,978
757
$190K ﹤0.01%
+11,497
758
$188K ﹤0.01%
+10,340
759
$188K ﹤0.01%
+12,068
760
$176K ﹤0.01%
20,403
-98,429
761
$171K ﹤0.01%
16,597
-50,398
762
$91K ﹤0.01%
17,240
+4,317
763
$80K ﹤0.01%
+839
764
– –
-1,574
765
– –
-395
766
– –
-48,201
767
– –
-7,817
768
– –
-2,719
769
– –
-6,099
770
– –
-3,054
771
– –
-7,310
772
– –
-17,286
773
– –
-3,523
774
– –
-3,032
775
– –
-14,074
29 30
31
32 33