Wealthfront Advisers

Wealthfront Advisers Portfolio holdings

AUM $44.7B
1-Year Est. Return 18.94%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$22.8B
AUM Growth
-$832M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
831
New
Increased
Reduced
Closed

Top Buys

1
+$357M
2
+$160M
3
+$155M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$51.9M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$42M

Top Sells

1
+$355M
2
+$228M
3
+$51M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$49.4M
5
VB icon
Vanguard Small-Cap ETF
VB
+$18.1M

Sector Composition

1 Technology 3.54%
2 Financials 1.9%
3 Healthcare 1.72%
4 Consumer Discretionary 1.56%
5 Industrials 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$6.19M 0.03%
11,346
-1,305
177
$6.04M 0.03%
25,039
+245
178
$5.99M 0.03%
152,156
+11,195
179
$5.97M 0.03%
60,946
-4,878
180
$5.94M 0.03%
104,146
-14,639
181
$5.9M 0.03%
93,974
-9,787
182
$5.83M 0.03%
13,995
-826
183
$5.75M 0.03%
84,915
-6,338
184
$5.75M 0.03%
45,283
+7,588
185
$5.71M 0.03%
89,703
-15,776
186
$5.66M 0.02%
31,339
+7,141
187
$5.66M 0.02%
52,824
-5,573
188
$5.62M 0.02%
42,813
-23,538
189
$5.62M 0.02%
227,550
-19,801
190
$5.58M 0.02%
79,722
+5,465
191
$5.56M 0.02%
37,404
-2,663
192
$5.53M 0.02%
121,110
+44,490
193
$5.46M 0.02%
26,068
+7,259
194
$5.43M 0.02%
131,300
-4,210
195
$5.43M 0.02%
47,611
-1,643
196
$5.41M 0.02%
21,619
+1,952
197
$5.4M 0.02%
38,821
+14,595
198
$5.35M 0.02%
187,309
+90,877
199
$5.31M 0.02%
95,814
+13,160
200
$5.3M 0.02%
53,157
+20,212
6 7
8
9 10