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
151
$3.03M 0.02%
14,423
+1,392
152
$3.02M 0.02%
32,986
+1,581
153
$3.01M 0.02%
62,721
-90
154
$3M 0.02%
4,857
+154
155
$3M 0.02%
100,784
+2,753
156
$2.98M 0.02%
189,148
-71,026
157
$2.94M 0.02%
106,736
+5,499
158
$2.91M 0.02%
11,045
+1,125
159
$2.83M 0.02%
71,006
+44,013
160
$2.83M 0.02%
74,648
+22,046
161
$2.81M 0.02%
32,530
+642
162
$2.8M 0.02%
15,904
+817
163
$2.79M 0.02%
29,773
-2,117
164
$2.76M 0.02%
8,405
-732
165
$2.75M 0.02%
63,557
+3,178
166
$2.74M 0.02%
40,097
+7,946
167
$2.73M 0.02%
156,930
+19,195
168
$2.73M 0.02%
11,192
+2,869
169
$2.73M 0.02%
310,252
+8,503
170
$2.69M 0.02%
29,386
-107
171
$2.69M 0.02%
10,388
+1,336
172
$2.68M 0.02%
8,769
+311
173
$2.65M 0.02%
17,798
+512
174
$2.62M 0.02%
31,485
+5,434
175
$2.62M 0.02%
94,400
+2,300
5 6
7
8 9