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
$22.8B
AUM Growth
-$832M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
831
New
Increased
Reduced
Closed

Top Buys

1
+$343M
2
+$158M
3
+$157M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$49.8M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$42.6M

Top Sells

1
+$344M
2
+$225M
3
+$51.7M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$49.6M
5
VB icon
Vanguard Small-Cap ETF
VB
+$18.3M

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
201
$5.29M 0.02%
35,822
+13,309
202
$5.17M 0.02%
12,236
+9,239
203
$5.16M 0.02%
50,182
-10,314
204
$5.14M 0.02%
71,219
+23,912
205
$5.12M 0.02%
86,028
-22,947
206
$5.08M 0.02%
32,042
-2,716
207
$5.04M 0.02%
57,113
+25,273
208
$5.02M 0.02%
88,606
-19,017
209
$5.02M 0.02%
27,219
-6,294
210
$5.02M 0.02%
17,444
+2,142
211
$4.98M 0.02%
24,224
-3,027
212
$4.94M 0.02%
18,472
+1,850
213
$4.86M 0.02%
28,182
-5,519
214
$4.85M 0.02%
19,425
+7,960
215
$4.82M 0.02%
216,398
-9,675
216
$4.8M 0.02%
38,595
-5,039
217
$4.77M 0.02%
69,820
+12,395
218
$4.72M 0.02%
77,969
-17,700
219
$4.7M 0.02%
63,990
-8,559
220
$4.66M 0.02%
30,704
+10,333
221
$4.64M 0.02%
127,353
-4,329
222
$4.51M 0.02%
134,879
+315
223
$4.43M 0.02%
26,135
-333
224
$4.41M 0.02%
35,771
-4,333
225
$4.38M 0.02%
22,862
-7,228
7 8
9
10 11