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
$22.8B
AUM Growth
-$832M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
831
New
Increased
Reduced
Closed

Top Buys

1
+$357M
2
+$160M
3
+$155M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$51.9M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$42M

Top Sells

1
+$355M
2
+$228M
3
+$51M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$49.4M
5
VB icon
Vanguard Small-Cap ETF
VB
+$18.1M

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
826
– –
-9,305
827
– –
-2,011
828
– –
-3,400
829
– –
-5,954
830
– –
-66,380
831
– –
-989
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