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
126
$7.68M 0.04%
35,712
+4,276
127
$7.56M 0.04%
98,928
+24,085
128
$7.5M 0.04%
82,967
+37,095
129
$7.47M 0.04%
98,206
+429
130
$7.39M 0.04%
29,982
+2,544
131
$7.33M 0.04%
42,633
+8,699
132
$7.23M 0.04%
34,403
-2,631
133
$7.2M 0.04%
388,602
+72,693
134
$7.17M 0.04%
46,192
+7,883
135
$7.13M 0.04%
93,275
-44,866
136
$6.96M 0.04%
118,705
-9,155
137
$6.86M 0.03%
72,648
-27,547
138
$6.85M 0.03%
102,315
+24,346
139
$6.81M 0.03%
173,799
-77,175
140
$6.74M 0.03%
161,261
-6,842
141
$6.7M 0.03%
259,716
+3,122
142
$6.7M 0.03%
145,550
-743
143
$6.64M 0.03%
52,255
+3,636
144
$6.61M 0.03%
210,669
-6,635
145
$6.6M 0.03%
36,941
-16
146
$6.59M 0.03%
65,475
-28,148
147
$6.55M 0.03%
89,215
-2,530
148
$6.49M 0.03%
85,993
+1,078
149
$6.37M 0.03%
170,331
+41,005
150
$6.31M 0.03%
28,291
-168
4 5
6
7 8