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
151
$6.28M 0.03%
65,611
-5,285
152
$6.27M 0.03%
47,141
+1,390
153
$6.24M 0.03%
199,957
+65,078
154
$6.21M 0.03%
29,911
+8,292
155
$6.18M 0.03%
27,913
+2,874
156
$6.13M 0.03%
45,547
+25,518
157
$6.05M 0.03%
503,031
-41,933
158
$6.01M 0.03%
108,379
-9,909
159
$6.01M 0.03%
95,082
-3,887
160
$5.99M 0.03%
66,724
-29,756
161
$5.97M 0.03%
35,412
+4,073
162
$5.86M 0.03%
89,838
+50,357
163
$5.8M 0.03%
41,815
-8,634
164
$5.74M 0.03%
31,504
+5,436
165
$5.73M 0.03%
71,757
-10,155
166
$5.68M 0.03%
27,757
+10,932
167
$5.68M 0.03%
43,375
-18,889
168
$5.67M 0.03%
90,217
-11,667
169
$5.66M 0.03%
323,650
+31,370
170
$5.61M 0.03%
48,221
+610
171
$5.59M 0.03%
22,770
-13,232
172
$5.57M 0.03%
145,908
-6,248
173
$5.51M 0.03%
39,004
-17,347
174
$5.36M 0.03%
42,577
+11,873
175
$5.35M 0.03%
11,176
+1,597
5 6
7
8 9