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
276
$3.02M 0.02%
40,174
+1,788
277
$3.02M 0.02%
54,122
+2,046
278
$3M 0.02%
79,994
+5,769
279
$2.96M 0.02%
167,616
+21,698
280
$2.94M 0.02%
30,536
+5,749
281
$2.91M 0.02%
14,013
+223
282
$2.88M 0.02%
51,841
+1,785
283
$2.87M 0.02%
89,575
+5,566
284
$2.87M 0.02%
19,873
-5,546
285
$2.84M 0.02%
112,664
+46,523
286
$2.81M 0.01%
43,472
+326
287
$2.79M 0.01%
20,419
-533
288
$2.79M 0.01%
59,830
+15,909
289
$2.78M 0.01%
25,202
+17,332
290
$2.78M 0.01%
26,127
+15,737
291
$2.77M 0.01%
38,382
+3,778
292
$2.77M 0.01%
8,705
+341
293
$2.75M 0.01%
48,169
+47
294
$2.75M 0.01%
10,899
+261
295
$2.73M 0.01%
72,882
+4,533
296
$2.72M 0.01%
20,126
+1,228
297
$2.7M 0.01%
8,915
-1,962
298
$2.7M 0.01%
21,649
-6,796
299
$2.69M 0.01%
117,311
+1,780
300
$2.67M 0.01%
11,451
+87
10 11
12
13 14