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
$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
1
$2.36B 11.87%
12,518,595
-423,147
2
$2.14B 10.77%
52,523,752
-38,025
3
$1.94B 9.76%
46,621,409
+3,042,532
4
$1.5B 7.55%
30,074,238
+8,014,101
5
$1.43B 7.2%
91,043,610
-2,906,690
6
$1.37B 6.88%
92,902,677
+8,673,024
7
$874M 4.39%
17,808,512
-3,449,756
8
$846M 4.25%
5,899,699
-43,242
9
$708M 3.56%
29,663,211
-1,535,598
10
$538M 2.71%
4,893,420
+141,061
11
$528M 2.65%
5,794,451
-66,906
12
$445M 2.24%
9,699,102
-9,861,689
13
$395M 1.99%
4,634,760
+172,349
14
$393M 1.98%
2,998,727
-96,165
15
$210M 1.05%
1,190,326
+68,903
16
$187M 0.94%
538,066
+66,132
17
$180M 0.9%
1,043,259
+19,089
18
$174M 0.88%
1,275,911
+34,312
19
$171M 0.86%
664,450
+20,077
20
$123M 0.62%
1,236,970
-199,700
21
$118M 0.59%
1,645,918
-272,184
22
$75.5M 0.38%
1,002,773
+35,645
23
$73.7M 0.37%
878,529
+121,415
24
$71.4M 0.36%
672,486
+102,686
25
$58.6M 0.29%
537,980
+90,860
1
2 3 4 5