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
201
$2.2M 0.01%
16,317
+59
202
$2.19M 0.01%
3,067
-194
203
$2.19M 0.01%
46,990
+5,538
204
$2.18M 0.01%
47,592
+1,713
205
$2.17M 0.01%
18,594
-885
206
$2.17M 0.01%
17,069
+183
207
$2.16M 0.01%
75,815
+4,205
208
$2.16M 0.01%
35,244
+17,777
209
$2.15M 0.01%
15,224
+1,388
210
$2.15M 0.01%
41,325
+3,771
211
$2.13M 0.01%
23,556
+1,758
212
$2.13M 0.01%
149,837
-9,906
213
$2.13M 0.01%
66,915
-38,351
214
$2.12M 0.01%
42,049
+3,906
215
$2.11M 0.01%
42,314
-1,516
216
$2.11M 0.01%
6,502
-175
217
$2.1M 0.01%
14,086
+590
218
$2.09M 0.01%
8,547
-99
219
$2.09M 0.01%
22,230
+210
220
$2.08M 0.01%
5,716
+1,124
221
$2.07M 0.01%
81,310
+5,902
222
$2.07M 0.01%
56,963
+2,558
223
$2.06M 0.01%
15,074
+3,567
224
$2.06M 0.01%
41,416
+3,555
225
$2.05M 0.01%
7,906
-340
7 8
9
10 11