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
101
$12M 0.05%
131,847
-16,452
102
$11.8M 0.05%
61,549
-6,061
103
$11.7M 0.05%
162,321
-16,159
104
$11.7M 0.05%
463,883
+381,437
105
$11.7M 0.05%
75,261
-2,249
106
$11.6M 0.05%
52,861
+8,880
107
$11.6M 0.05%
49,432
+13,307
108
$11.5M 0.05%
204,749
-54,898
109
$11.4M 0.05%
69,284
+235
110
$11.3M 0.05%
121,529
+11,561
111
$11.2M 0.05%
34,678
-1,266
112
$11.1M 0.05%
159,690
-7,264
113
$11.1M 0.05%
404,149
+20,999
114
$10.9M 0.05%
57,318
+127
115
$10.7M 0.05%
21,212
+817
116
$10.7M 0.05%
714,189
+155,309
117
$10.6M 0.05%
129,891
+3,082
118
$10.5M 0.05%
35,815
-79
119
$10.3M 0.04%
73,022
-1,935
120
$10.3M 0.04%
316,586
-10,894
121
$10.2M 0.04%
37,257
+2,771
122
$10.1M 0.04%
36,956
+5,082
123
$9.77M 0.04%
88,008
+28,909
124
$9.71M 0.04%
101,518
-16,447
125
$9.57M 0.04%
55,796
-2,002
3 4
5
6 7