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
$23.2B
AUM Growth
-$357M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
847
New
Increased
Reduced
Closed

Top Buys

1
+$776M
2
+$118M
3
+$98.7M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$96.6M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$90.3M

Top Sells

1
+$585M
2
+$143M
3
+$47.1M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$41.1M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$39.2M

Sector Composition

1 Technology 4.2%
2 Financials 1.79%
3 Consumer Discretionary 1.73%
4 Healthcare 1.69%
5 Communication Services 1.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$43.8K ﹤0.01%
+10,005
827
$34.5K ﹤0.01%
+12,920
828
– –
-8,693
829
– –
-33,858
830
– –
-3,054
831
– –
-9,654
832
– –
-5,067
833
– –
-9,231
834
– –
-2,775
835
– –
-6,142
836
– –
-3,979
837
– –
-18,204
838
– –
-1,481
839
– –
-11,228
840
– –
-2,122
841
– –
-4,084
842
– –
-4,507
843
– –
-755
844
– –
-8,062
845
– –
-8,173
846
– –
-10,131
847
– –
-9,956
30 31 32 33
34