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
101
$9.75M 0.04%
17,499
+527
102
$9.58M 0.04%
112,026
-5,499
103
$9.57M 0.04%
21,672
+7,223
104
$9.52M 0.04%
70,737
-22,338
105
$9.46M 0.04%
19,268
+5,340
106
$9.43M 0.04%
50,449
-4,756
107
$9.38M 0.04%
22,863
+8,817
108
$9.34M 0.04%
93,623
+37,701
109
$9.31M 0.04%
29,139
+10,107
110
$9.29M 0.04%
43,315
+6,187
111
$9.26M 0.04%
98,616
+8,430
112
$9.22M 0.04%
20,406
+7,807
113
$8.93M 0.04%
355,741
-10,745
114
$8.87M 0.04%
87,610
+10,220
115
$8.78M 0.04%
168,103
+38,978
116
$8.75M 0.04%
18,191
-1,232
117
$8.71M 0.04%
85,746
-6,790
118
$8.7M 0.04%
22,289
+5,721
119
$8.55M 0.04%
85,689
-1,930
120
$8.55M 0.04%
71,706
-3,990
121
$8.55M 0.04%
97,777
-31,765
122
$8.43M 0.04%
37,034
+9,088
123
$8.38M 0.04%
70,896
-12,828
124
$8.36M 0.04%
118,288
-17,557
125
$8.34M 0.04%
98,969
-13,020
3 4
5
6 7