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
251
$3.64M 0.02%
135,510
-1,886
252
$3.64M 0.02%
14,346
+1,521
253
$3.63M 0.02%
47,089
-983
254
$3.63M 0.02%
139,652
+7,343
255
$3.62M 0.02%
228,304
+32,799
256
$3.62M 0.02%
27,505
+1,848
257
$3.61M 0.02%
76,620
+8,025
258
$3.59M 0.02%
20,060
-1,004
259
$3.58M 0.02%
24,365
+2,221
260
$3.58M 0.02%
21,097
+1,969
261
$3.57M 0.02%
22,371
+1,749
262
$3.56M 0.02%
38,254
+7,394
263
$3.54M 0.02%
38,166
+24,467
264
$3.53M 0.01%
166,714
-43,974
265
$3.52M 0.01%
20,371
-3,915
266
$3.52M 0.01%
51,556
+12,089
267
$3.52M 0.01%
5,739
-294
268
$3.5M 0.01%
134,564
+12,304
269
$3.5M 0.01%
+48,378
270
$3.5M 0.01%
29,292
+18,999
271
$3.48M 0.01%
64,148
-10,148
272
$3.44M 0.01%
18,964
+1,133
273
$3.43M 0.01%
83,300
+23,719
274
$3.41M 0.01%
17,343
+183
275
$3.4M 0.01%
54,788
+1,658
9 10
11
12 13