Wealthfront Advisers

Wealthfront Advisers Portfolio holdings

AUM $44.7B
1-Year Est. Return 18.94%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.94%
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
+$402M
2
+$139M
3
+$131M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$24.9M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$15.9M

Top Sells

1
+$455M
2
+$178M
3
+$86.9M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$49.5M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$39.1M

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
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804
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805
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807
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808
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-7,817
809
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810
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811
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812
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-6,099
813
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-3,054
814
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-7,310
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