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
276
$3.38M 0.01%
38,769
+17,330
277
$3.37M 0.01%
14,306
-1,441
278
$3.37M 0.01%
49,823
+9,036
279
$3.34M 0.01%
97,719
+23,633
280
$3.33M 0.01%
43,909
+23,084
281
$3.32M 0.01%
11,042
-242
282
$3.32M 0.01%
9,983
-1,224
283
$3.31M 0.01%
22,513
+4,920
284
$3.29M 0.01%
8,513
+3,008
285
$3.29M 0.01%
142,784
-6,453
286
$3.27M 0.01%
87,458
-8,576
287
$3.27M 0.01%
96,687
+1,065
288
$3.26M 0.01%
12,615
+587
289
$3.25M 0.01%
28,222
+3,874
290
$3.24M 0.01%
68,971
+8,471
291
$3.23M 0.01%
67,720
-1,140
292
$3.22M 0.01%
58,417
+19,469
293
$3.2M 0.01%
47,307
+11,232
294
$3.2M 0.01%
76,900
+1,846
295
$3.18M 0.01%
32,945
+18,100
296
$3.17M 0.01%
131,682
+9,245
297
$3.17M 0.01%
17,327
+4,467
298
$3.11M 0.01%
173,124
-12,864
299
$3.09M 0.01%
23,417
+14,469
300
$3.08M 0.01%
87,950
+1,100
10 11
12
13 14