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
$16.6B
AUM Growth
+$2.64B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
530
New
Increased
Reduced
Closed

Top Buys

1
+$193M
2
+$119M
3
+$115M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$105M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$101M

Top Sells

1
+$18.4M
2
+$9.35M
3
+$7.21M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$6.92M
5
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$6.43M

Sector Composition

1 Technology 2.61%
2 Financials 1.57%
3 Consumer Discretionary 1.39%
4 Healthcare 1.15%
5 Communication Services 1.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$3.54M 0.02%
69,278
-2,378
127
$3.44M 0.02%
58,435
+6,373
128
$3.44M 0.02%
36,999
+7,400
129
$3.38M 0.02%
58,761
-950
130
$3.36M 0.02%
34,002
+1,079
131
$3.3M 0.02%
109,434
-90,605
132
$3.27M 0.02%
8,598
+657
133
$3.24M 0.02%
171,529
+14,768
134
$3.23M 0.02%
45,154
-6,343
135
$3.22M 0.02%
58,032
+1,253
136
$3.22M 0.02%
148,612
-10,910
137
$3.21M 0.02%
5,840
+478
138
$3.16M 0.02%
54,218
-8,760
139
$3.14M 0.02%
11,678
+1,309
140
$3.13M 0.02%
66,290
-1,190
141
$3.13M 0.02%
74,525
-1,800
142
$3.12M 0.02%
136,042
+15,721
143
$3.12M 0.02%
21,346
+1,574
144
$3.12M 0.02%
150,071
+3,938
145
$3.11M 0.02%
13,855
-2,739
146
$3.09M 0.02%
18,684
-244
147
$3.09M 0.02%
63,813
+18,041
148
$3.06M 0.02%
14,062
+153
149
$3.05M 0.02%
203,342
+4,849
150
$3.04M 0.02%
188,430
+17,895
4 5
6
7 8