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
776
– –
-1,822
777
– –
-3,757
778
– –
-5,101
779
– –
-4,320
780
– –
-822
781
– –
-836
782
– –
-2,571
783
– –
-1,244
784
– –
-2,591
785
– –
-28,796
786
– –
-9,305
787
– –
-3,400
788
– –
-1,244
789
– –
-2,152
790
– –
-5,954
791
– –
-66,380
792
– –
-9,402
793
– –
-908
794
– –
-6,145
795
– –
-1,415
796
– –
-6,394
797
– –
-3,285
798
– –
-3,382
799
– –
-2,405
800
– –
-2,133
30 31
32
33 34