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
776
– –
-4,643
777
– –
-22,256
778
– –
-1,574
779
– –
-395
780
– –
-48,201
781
– –
-7,817
782
– –
-1,408
783
– –
-2,354
784
– –
-2,719
785
– –
-6,099
786
– –
-3,054
787
– –
-7,310
788
– –
-17,286
789
– –
-3,523
790
– –
-3,032
791
– –
-14,074
792
– –
-12,174
793
– –
-6,959
794
– –
-55,823
795
– –
-843
796
– –
-56,042
797
– –
-885
798
– –
-16,606
799
– –
-2,662
800
– –
-2,931
29 30 31
32
33