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
201
$4.48M 0.02%
128,313
-2,987
202
$4.47M 0.02%
93,350
+45,761
203
$4.37M 0.02%
92,106
+3,500
204
$4.33M 0.02%
13,269
-726
205
$4.33M 0.02%
13,841
-8,448
206
$4.33M 0.02%
251,119
-55,774
207
$4.31M 0.02%
76,558
+1,572
208
$4.29M 0.02%
27,179
-40
209
$4.28M 0.02%
25,419
+8,543
210
$4.28M 0.02%
10,832
-5,364
211
$4.27M 0.02%
44,354
+11,303
212
$4.24M 0.02%
126,073
-17,829
213
$4.24M 0.02%
127,906
+88,117
214
$4.22M 0.02%
118,136
-55,756
215
$4.19M 0.02%
18,805
+1,361
216
$4.17M 0.02%
45,801
-12,213
217
$4.15M 0.02%
8,863
-2,483
218
$4.13M 0.02%
65,302
+23,894
219
$4.13M 0.02%
18,161
+9,377
220
$4.08M 0.02%
13,442
+1,545
221
$4.06M 0.02%
52,180
+10,011
222
$4.04M 0.02%
150,026
+17,787
223
$4.04M 0.02%
78,983
-14,991
224
$3.98M 0.02%
51,259
+2,874
225
$3.98M 0.02%
25,523
+11,952
7 8
9
10 11