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
$23.2B
AUM Growth
-$357M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
847
New
Increased
Reduced
Closed

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
226
$4.71M 0.02%
139,907
-133,213
227
$4.7M 0.02%
283,463
-1,629
228
$4.69M 0.02%
88,886
+5,887
229
$4.69M 0.02%
450,589
-767
230
$4.68M 0.02%
43,048
+1,082
231
$4.57M 0.02%
43,592
+4,681
232
$4.54M 0.02%
28,091
+16,920
233
$4.48M 0.02%
100,301
-9,369
234
$4.48M 0.02%
70,574
+190
235
$4.47M 0.02%
5,297
+141
236
$4.45M 0.02%
56,865
-24,129
237
$4.41M 0.02%
41,121
+11,943
238
$4.41M 0.02%
11,309
-178
239
$4.36M 0.02%
118,900
+10,950
240
$4.36M 0.02%
129,279
-1,648
241
$4.28M 0.02%
45,862
+2,673
242
$4.27M 0.02%
35,345
-49,124
243
$4.26M 0.02%
17,324
-242
244
$4.25M 0.02%
173,006
+53,838
245
$4.2M 0.02%
49,936
+6,006
246
$4.18M 0.02%
14,057
-373
247
$4.18M 0.02%
54,468
+1,335
248
$4.18M 0.02%
70,306
+1,018
249
$4.17M 0.02%
9,097
+1,834
250
$4.17M 0.02%
1,641
-34