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
76
$13.3M 0.06%
268,500
-30,993
77
$13.2M 0.06%
133,276
+49,385
78
$13.1M 0.06%
85,934
+1,379
79
$13M 0.06%
47,728
-3,701
80
$13M 0.06%
112,128
-2,213
81
$12.8M 0.06%
513,750
-16,386
82
$12.4M 0.05%
170,826
+50,507
83
$12.2M 0.05%
250,974
-41,448
84
$12M 0.05%
107,673
+37,815
85
$12M 0.05%
87,654
-3,699
86
$12M 0.05%
56,351
+5,264
87
$11.9M 0.05%
234,056
-45,106
88
$11.9M 0.05%
60,949
+8,809
89
$11.3M 0.05%
136,573
+18,828
90
$11.3M 0.05%
53,181
+1,354
91
$10.9M 0.05%
292,280
-176,800
92
$10.7M 0.05%
96,480
+34,461
93
$10.7M 0.05%
258,429
-11,039
94
$10.6M 0.05%
159,703
+31,757
95
$10.4M 0.05%
110,139
+6,863
96
$10M 0.04%
214,037
+6,503
97
$9.98M 0.04%
61,828
+27,367
98
$9.89M 0.04%
12,946
+62
99
$9.87M 0.04%
176,967
-37,119
100
$9.85M 0.04%
177,260
-8,755
2 3
4
5 6