Wealthfront Advisers

Wealthfront Advisers Portfolio holdings

AUM $38.8B
1-Year Est. Return 14.38%
This Quarter Est. Return
1 Year Est. Return
+14.38%
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
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
1
$2.56B 15.41%
54,284,475
+2,442,403
2
$2.05B 12.32%
40,876,559
+2,376,424
3
$2B 12.05%
10,291,403
+537,556
4
$1.29B 7.76%
23,375,954
+3,505,257
5
$1.14B 6.87%
63,451,522
+5,623,896
6
$879M 5.29%
6,225,930
+159,336
7
$830M 4.99%
54,738,120
-304,974
8
$723M 4.35%
11,656,068
-111,558
9
$519M 3.12%
3,154,083
+350,146
10
$505M 3.04%
3,653,279
+98,019
11
$463M 2.78%
5,450,877
+335,886
12
$419M 2.52%
19,598,706
+1,207,890
13
$367M 2.21%
6,986,059
-122,514
14
$365M 2.19%
3,148,376
+276,353
15
$149M 0.89%
764,029
+40,201
16
$132M 0.8%
997,175
+57,417
17
$121M 0.73%
350,733
-20,972
18
$109M 0.66%
492,239
+15,903
19
$105M 0.63%
598,104
-53,218
20
$93.7M 0.56%
1,061,967
-36,593
21
$93.4M 0.56%
1,801,487
-353,981
22
$93.1M 0.56%
2,456,419
+629,890
23
$84.6M 0.51%
519,760
+13,340
24
$37.1M 0.22%
135,743
+5,286
25
$28.9M 0.17%
329,940
+15,680
1
2 3 4 5