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
176
$5.28M 0.03%
20,032
+12,501
177
$5.24M 0.03%
113,652
+55,939
178
$5.22M 0.03%
49,233
-3,591
179
$5.17M 0.03%
72,989
+1,770
180
$5.13M 0.03%
100,794
-3,874
181
$5.1M 0.03%
8,620
+4,881
182
$5.09M 0.03%
47,070
+8,475
183
$5.05M 0.03%
53,159
-7,552
184
$5.01M 0.03%
88,531
+18,711
185
$4.99M 0.03%
105,646
-306
186
$4.98M 0.03%
36,453
+13,591
187
$4.98M 0.03%
73,820
-5,902
188
$4.83M 0.02%
24,543
+6,742
189
$4.79M 0.02%
36,322
+500
190
$4.78M 0.02%
21,333
+1,908
191
$4.75M 0.02%
138,603
+12,434
192
$4.72M 0.02%
247,721
-60,814
193
$4.69M 0.02%
96,285
+471
194
$4.63M 0.02%
94,686
+15,018
195
$4.62M 0.02%
69,233
+5,243
196
$4.62M 0.02%
77,396
-13,338
197
$4.59M 0.02%
54,347
-2,766
198
$4.58M 0.02%
50,067
+33,846
199
$4.52M 0.02%
64,765
-47,363
200
$4.48M 0.02%
43,014
+201
6 7
8
9 10