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
151
$7.9M 0.03%
141,423
+14,924
152
$7.83M 0.03%
141,093
-11,912
153
$7.79M 0.03%
9,466
-1,179
154
$7.79M 0.03%
38,924
-1,642
155
$7.71M 0.03%
68,745
-9,169
156
$7.52M 0.03%
32,643
-1,005
157
$7.45M 0.03%
183,902
-4,481
158
$7.09M 0.03%
388,264
+10,660
159
$7.03M 0.03%
45,964
-1,129
160
$7M 0.03%
132,203
-26,363
161
$6.99M 0.03%
89,234
-14,394
162
$6.98M 0.03%
436,559
+325,828
163
$6.98M 0.03%
30,628
-365
164
$6.93M 0.03%
33,305
+4,874
165
$6.93M 0.03%
27,154
-644
166
$6.9M 0.03%
9,975
+1,602
167
$6.79M 0.03%
47,651
-969
168
$6.69M 0.03%
78,645
-1,746
169
$6.67M 0.03%
116,339
-39,229
170
$6.62M 0.03%
77,411
-10,239
171
$6.62M 0.03%
25,953
-358
172
$6.54M 0.03%
69,865
+1,143
173
$6.5M 0.03%
42,615
-890
174
$6.45M 0.03%
31,520
+752
175
$6.24M 0.03%
84,244
+3,982
5 6
7
8 9