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
$23.2B
AUM Growth
-$357M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
847
New
Increased
Reduced
Closed

Top Buys

1
+$776M
2
+$118M
3
+$98.7M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$96.6M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$90.3M

Top Sells

1
+$585M
2
+$143M
3
+$47.1M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$41.1M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$39.2M

Sector Composition

1 Technology 4.2%
2 Financials 1.79%
3 Consumer Discretionary 1.73%
4 Healthcare 1.69%
5 Communication Services 1.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$5.21M 0.02%
41,223
-371
202
$5.2M 0.02%
56,544
+37,012
203
$5.18M 0.02%
37,013
+3,404
204
$5.15M 0.02%
41,875
-13,585
205
$5.1M 0.02%
71,742
-122,953
206
$5.07M 0.02%
21,654
+666
207
$5.07M 0.02%
19,621
+3,030
208
$5.06M 0.02%
185,386
-780
209
$5.03M 0.02%
29,717
-736
210
$5.03M 0.02%
119,792
+1,546
211
$5M 0.02%
22,630
+947
212
$4.97M 0.02%
53,464
+6,027
213
$4.95M 0.02%
92,571
+26,910
214
$4.94M 0.02%
51,120
-3,684
215
$4.89M 0.02%
28,085
+1,904
216
$4.87M 0.02%
40,512
-200
217
$4.82M 0.02%
117,195
-3,091
218
$4.81M 0.02%
11,056
-1,224
219
$4.81M 0.02%
128,894
+2,838
220
$4.8M 0.02%
9,744
+6,260
221
$4.78M 0.02%
9,832
+490
222
$4.78M 0.02%
97,078
-2,229
223
$4.77M 0.02%
106,539
-444
224
$4.75M 0.02%
382,241
+5,878
225
$4.71M 0.02%
16,453
+3,502
7 8
9
10 11