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
$32.5B
AUM Growth
+$2.81B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
919
New
Increased
Reduced
Closed

Top Buys

1
+$176M
2
+$80.3M
3
+$66.4M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$65.6M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$55.4M

Top Sells

1
+$37.9M
2
+$23.2M
3
+$10.5M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$10.3M
5
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$6.65M

Sector Composition

1 Technology 5.07%
2 Financials 2.13%
3 Consumer Discretionary 1.63%
4 Healthcare 1.52%
5 Communication Services 1.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$7.4M 0.02%
45,746
-1,256
227
$7.39M 0.02%
60,146
+3,106
228
$7.31M 0.02%
38,534
+4,944
229
$7.28M 0.02%
145,872
+4,102
230
$7.26M 0.02%
311,091
+29,166
231
$7.25M 0.02%
8,952
+499
232
$7.24M 0.02%
125,605
-7,847
233
$7M 0.02%
39,279
+335
234
$6.98M 0.02%
76,617
+246
235
$6.96M 0.02%
209,050
+25,582
236
$6.92M 0.02%
13,314
-941
237
$6.9M 0.02%
26,532
-302
238
$6.88M 0.02%
50,651
+1,087
239
$6.85M 0.02%
119,601
+637
240
$6.83M 0.02%
51,957
+939
241
$6.79M 0.02%
37,823
+4,068
242
$6.78M 0.02%
84,174
+1,894
243
$6.71M 0.02%
20,696
+1,402
244
$6.64M 0.02%
105,665
+57,761
245
$6.64M 0.02%
97,570
+75,636
246
$6.62M 0.02%
307,696
-31,302
247
$6.61M 0.02%
110,921
+5,413
248
$6.46M 0.02%
198,779
-4,045
249
$6.46M 0.02%
183,885
+11,259
250
$6.44M 0.02%
83,288
-4,623
8 9
10
11 12