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
251
$3.36M 0.02%
182,340
-10,806
252
$3.36M 0.02%
27,350
-19,791
253
$3.35M 0.02%
15,125
+10,027
254
$3.35M 0.02%
167,086
-5,557
255
$3.33M 0.02%
29,679
+620
256
$3.32M 0.02%
20,318
+1,200
257
$3.29M 0.02%
142,956
+11,848
258
$3.28M 0.02%
19,782
+1,302
259
$3.28M 0.02%
74,683
+1,518
260
$3.23M 0.02%
12,225
+4,222
261
$3.23M 0.02%
41,540
+21,521
262
$3.21M 0.02%
32,151
+16,711
263
$3.18M 0.02%
72,383
-23,902
264
$3.18M 0.02%
27,485
-91
265
$3.17M 0.02%
17,277
-1,236
266
$3.17M 0.02%
85,360
-1,570
267
$3.17M 0.02%
36,297
+4,998
268
$3.15M 0.02%
58,496
-1,818
269
$3.15M 0.02%
27,754
+833
270
$3.13M 0.02%
18,153
-3,969
271
$3.12M 0.02%
278,559
+10,936
272
$3.12M 0.02%
103,750
-1,000
273
$3.09M 0.02%
49,504
+3,648
274
$3.07M 0.02%
109,024
+38,397
275
$3.05M 0.02%
36,945
+1,482
9 10
11
12 13