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
76
$12M 0.06%
247,590
-124,420
77
$12M 0.06%
42,886
+5,231
78
$11.7M 0.06%
67,166
-5,137
79
$11.7M 0.06%
91,843
+5,909
80
$11.4M 0.06%
545,559
+83,302
81
$11.4M 0.06%
106,302
-1,371
82
$11.2M 0.06%
52,720
+4,992
83
$11.2M 0.06%
46,103
+13,473
84
$11.1M 0.06%
115,449
-17,827
85
$11.1M 0.06%
25,793
+4,121
86
$11.1M 0.06%
155,426
-15,400
87
$11M 0.06%
43,153
+13,431
88
$10.9M 0.06%
71,238
-8,941
89
$10.8M 0.05%
28,080
+9,889
90
$10.6M 0.05%
22,338
+4,839
91
$10.6M 0.05%
270,433
+56,396
92
$10.6M 0.05%
21,910
+2,642
93
$10.2M 0.05%
107,116
-3,023
94
$10.2M 0.05%
83,958
-3,696
95
$9.89M 0.05%
93,031
-52,552
96
$9.63M 0.05%
137,756
+1,183
97
$9.56M 0.05%
33,925
+18,566
98
$9.52M 0.05%
93,167
+22,430
99
$9.3M 0.05%
50,976
+7,661
100
$9.27M 0.05%
58,157
+32,022
2 3
4
5 6