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
$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
1
$3.05B 13.15%
14,380,733
+82,804
2
$2.27B 9.79%
52,036,212
-940,400
3
$1.57B 6.76%
92,469,594
+5,319,022
4
$1.56B 6.7%
39,679,464
-989,400
5
$1.49B 6.41%
31,265,095
+2,030,458
6
$1.18B 5.07%
70,814,550
-2,361,465
7
$972M 4.19%
6,258,113
-105,203
8
$940M 4.05%
19,545,719
-12,167,683
9
$884M 3.81%
8,621,111
+7,569,304
10
$564M 2.43%
7,449,131
+257,323
11
$559M 2.41%
5,477,541
+127,196
12
$551M 2.37%
23,343,609
-923,691
13
$443M 1.91%
3,093,297
-18,047
14
$424M 1.83%
5,137,098
+112,168
15
$391M 1.68%
4,149,438
+1,253,525
16
$275M 1.18%
6,290,423
-3,265,260
17
$266M 1.14%
1,404,269
+46,793
18
$208M 0.9%
1,215,612
+662
19
$206M 0.89%
4,153,422
+1,231,332
20
$196M 0.84%
497,848
+2,363
21
$193M 0.83%
609,782
-1,767
22
$177M 0.76%
902,815
-27,205
23
$155M 0.67%
3,555,210
+22,420
24
$137M 0.59%
1,461,206
+53,091
25
$130M 0.56%
1,022,896
-39,302
1
2 3 4 5