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
101
$9.24M 0.05%
68,404
+32,633
102
$9.23M 0.05%
32,093
+2,954
103
$9.07M 0.05%
212,677
+35,710
104
$9.05M 0.05%
110,080
-1,946
105
$9.04M 0.05%
252,759
-5,670
106
$8.93M 0.04%
84,050
-1,696
107
$8.78M 0.04%
203,521
+26,261
108
$8.76M 0.04%
184,979
+52,338
109
$8.72M 0.04%
141,138
+55,110
110
$8.6M 0.04%
25,517
+2,654
111
$8.58M 0.04%
28,885
+5,022
112
$8.42M 0.04%
13,819
+873
113
$8.36M 0.04%
90,230
+19,319
114
$8.28M 0.04%
89,321
+1,711
115
$8.25M 0.04%
85,970
+281
116
$8.25M 0.04%
74,684
+2,978
117
$8.23M 0.04%
21,830
+1,424
118
$8.2M 0.04%
132,054
+32,075
119
$8.12M 0.04%
57,598
+18,777
120
$7.99M 0.04%
67,951
+6,123
121
$7.97M 0.04%
173,380
+30,151
122
$7.9M 0.04%
197,997
+38,294
123
$7.81M 0.04%
52,491
+34,929
124
$7.79M 0.04%
346,709
-9,032
125
$7.76M 0.04%
44,677
-16,272
3 4
5
6 7