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
$23.6B
AUM Growth
+$2.07B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
781
New
Increased
Reduced
Closed

Top Buys

1
+$297M
2
+$249M
3
+$191M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$158M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$89.9M

Top Sells

1
+$141M
2
+$91.9M
3
+$75.9M
4
VXF icon
Vanguard Extended Market ETF
VXF
+$75.1M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$45.3M

Sector Composition

1 Technology 3.6%
2 Financials 2.03%
3 Consumer Discretionary 1.6%
4 Healthcare 1.48%
5 Communication Services 1.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$4.13M 0.02%
57,425
+2,720
227
$4.12M 0.02%
157,340
-3,107
228
$4.07M 0.02%
35,253
-2,140
229
$4.07M 0.02%
26,468
+1,763
230
$4.04M 0.02%
11,465
+1,630
231
$3.99M 0.02%
62,233
+29,958
232
$3.98M 0.02%
10,803
+466
233
$3.96M 0.02%
100,922
+8,592
234
$3.93M 0.02%
69,758
+30,172
235
$3.92M 0.02%
30,282
+4,004
236
$3.89M 0.02%
103,550
+22,414
237
$3.87M 0.02%
11,432
+8,384
238
$3.87M 0.02%
22,016
+4,944
239
$3.84M 0.02%
98,186
-8,382
240
$3.83M 0.02%
28,796
+1,963
241
$3.83M 0.02%
+18,447
242
$3.82M 0.02%
82,416
+2,199
243
$3.77M 0.02%
52,043
+9,849
244
$3.74M 0.02%
48,588
+3,756
245
$3.74M 0.02%
5,507
+391
246
$3.72M 0.02%
6,600
+305
247
$3.72M 0.02%
84,980
+10,388
248
$3.69M 0.02%
208,871
-23,538
249
$3.66M 0.02%
11,324
+2,510
250
$3.65M 0.02%
8,479
+89
8 9
10
11 12