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
126
$9.44M 0.04%
67,293
+6,858
127
$9.43M 0.04%
102,929
-7,745
128
$9.23M 0.04%
225,772
+31,070
129
$9.18M 0.04%
94,753
-62,865
130
$9.17M 0.04%
38,113
+3,867
131
$9.14M 0.04%
170,648
+31,157
132
$9.13M 0.04%
45,584
+9,646
133
$8.73M 0.04%
49,888
+3,716
134
$8.73M 0.04%
326,389
-9,567
135
$8.72M 0.04%
189,703
+65,700
136
$8.64M 0.04%
42,443
+2,532
137
$8.59M 0.04%
22,768
+1,448
138
$8.31M 0.04%
137,085
-6,120
139
$8.3M 0.04%
143,057
-47,216
140
$8.28M 0.04%
12,805
-25
141
$8.23M 0.04%
92,747
+57,186
142
$8.22M 0.04%
64,882
+2,068
143
$8.22M 0.04%
190,662
-6,276
144
$8.17M 0.04%
206,010
+4,863
145
$8.16M 0.04%
58,590
+2,932
146
$8.14M 0.04%
193,546
+23,635
147
$8.13M 0.04%
38,129
+1,404
148
$8.1M 0.03%
75,342
-2,534
149
$8.09M 0.03%
54,252
-2,146
150
$8.06M 0.03%
19,714
-4,330
4 5
6
7 8