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
$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
1
$2.95B 12.91%
12,941,742
+690,235
2
$2.52B 11.06%
52,561,777
-4,676,022
3
$2.01B 8.81%
43,578,877
+1,078,675
4
$1.72B 7.56%
93,950,300
+8,582,568
5
$1.5B 6.57%
84,229,653
-2,905,959
6
$1.18B 5.18%
21,258,268
-256,855
7
$1.14B 4.98%
22,060,137
-6,679,061
8
$964M 4.22%
5,942,941
+224,856
9
$937M 4.1%
19,560,791
+7,164,944
10
$820M 3.6%
31,198,809
-1,887,669
11
$635M 2.78%
5,861,357
+65,507
12
$575M 2.52%
4,752,359
+139,716
13
$513M 2.25%
3,094,892
+20,308
14
$436M 1.91%
4,462,411
+191,082
15
$238M 1.04%
1,121,423
-86,160
16
$217M 0.95%
1,241,599
+59,234
17
$214M 0.94%
1,024,170
+116,881
18
$199M 0.87%
644,373
+24,698
19
$196M 0.86%
471,934
+102,579
20
$154M 0.67%
1,436,670
-92,731
21
$147M 0.64%
1,918,102
-127,301
22
$92.9M 0.41%
569,800
-20,760
23
$79.6M 0.35%
2,917,030
+151,240
24
$76.9M 0.34%
967,128
-30,986
25
$76.7M 0.34%
757,114
+316,928
1
2 3 4 5