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
$18.8B
AUM Growth
-$1.09B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
796
New
Increased
Reduced
Closed

Top Buys

1
+$260M
2
+$197M
3
+$157M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$147M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$59.9M

Top Sells

1
+$239M
2
+$189M
3
+$61.8M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$50.3M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$39.8M

Sector Composition

1 Technology 3.22%
2 Healthcare 2.29%
3 Financials 1.89%
4 Consumer Discretionary 1.83%
5 Consumer Staples 1.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3.88M 0.02%
1,814
+58
227
$3.87M 0.02%
121,177
-4,896
228
$3.84M 0.02%
30,840
+1,134
229
$3.83M 0.02%
56,810
+6,719
230
$3.82M 0.02%
7,806
+2,814
231
$3.81M 0.02%
24,244
-614
232
$3.79M 0.02%
66,895
+1,593
233
$3.77M 0.02%
50,699
-1,481
234
$3.75M 0.02%
74,468
-2,090
235
$3.74M 0.02%
101,008
+34,296
236
$3.72M 0.02%
31,328
-20,927
237
$3.68M 0.02%
18,376
+4,258
238
$3.67M 0.02%
87,423
+10,027
239
$3.62M 0.02%
140,496
-29,835
240
$3.58M 0.02%
131,009
+156
241
$3.57M 0.02%
7,353
+363
242
$3.57M 0.02%
16,614
-26,539
243
$3.55M 0.02%
+101,993
244
$3.54M 0.02%
38,441
-4,573
245
$3.51M 0.02%
23,689
-18,944
246
$3.47M 0.02%
12,966
+3,499
247
$3.47M 0.02%
25,491
-32
248
$3.44M 0.02%
18,350
+2,064
249
$3.43M 0.02%
72,299
-6,684
250
$3.4M 0.02%
45,334
+25,246
8 9
10
11 12