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
126
$8.3M 0.04%
91,745
-2,916
127
$8.25M 0.04%
462,257
-180,552
128
$8.25M 0.04%
62,264
+28,667
129
$8.23M 0.04%
36,957
-8,344
130
$8.23M 0.04%
217,304
-6,426
131
$8.01M 0.04%
36,002
+21,696
132
$7.99M 0.04%
127,860
+59,975
133
$7.99M 0.04%
60,711
-16,974
134
$7.97M 0.03%
544,964
-97,293
135
$7.89M 0.03%
32,630
+7,691
136
$7.88M 0.03%
173,892
-9,920
137
$7.88M 0.03%
23,863
-7,922
138
$7.78M 0.03%
146,293
-12,750
139
$7.73M 0.03%
18,610
-1,160
140
$7.73M 0.03%
48,619
+12,972
141
$7.66M 0.03%
154,018
-5,651
142
$7.65M 0.03%
143,229
-20,941
143
$7.65M 0.03%
16,196
+10,725
144
$7.65M 0.03%
58,014
-19,656
145
$7.61M 0.03%
132,641
+23,326
146
$7.47M 0.03%
29,722
+6,027
147
$7.21M 0.03%
90,734
+35,946
148
$7.16M 0.03%
101,884
-17,637
149
$7.14M 0.03%
315,909
+35,481
150
$7.12M 0.03%
27,438
+5,778
4 5
6
7 8