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
$28.6B
AUM Growth
+$2.54B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
887
New
Increased
Reduced
Closed

Top Buys

1
+$179M
2
+$168M
3
+$113M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$63.7M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$52M

Top Sells

1
+$54.3M
2
+$48.9M
3
+$21.4M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$13.4M
5
TSLA icon
Tesla
TSLA
+$10.2M

Sector Composition

1 Technology 4.87%
2 Financials 2%
3 Healthcare 1.66%
4 Consumer Discretionary 1.64%
5 Communication Services 1.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$4.85M 0.02%
59,791
+6,540
277
$4.84M 0.02%
43,268
-433
278
$4.83M 0.02%
1,531
-48
279
$4.82M 0.02%
82,863
-4,009
280
$4.79M 0.02%
29,956
+184
281
$4.73M 0.02%
1,305
-41
282
$4.73M 0.02%
82,606
+18,560
283
$4.68M 0.02%
13,506
+903
284
$4.66M 0.02%
56,852
+3,581
285
$4.65M 0.02%
16,044
-450
286
$4.64M 0.02%
53,987
-1,381
287
$4.62M 0.02%
31,814
-397
288
$4.62M 0.02%
24,982
+467
289
$4.58M 0.02%
66,970
-1,603
290
$4.57M 0.02%
17,589
-320
291
$4.56M 0.02%
36,895
+25,197
292
$4.54M 0.02%
11,548
+867
293
$4.52M 0.02%
10,315
-286
294
$4.5M 0.02%
90,024
-2,304
295
$4.48M 0.02%
34,762
+24,162
296
$4.48M 0.02%
150,333
+21,022
297
$4.45M 0.02%
50,187
-299
298
$4.43M 0.02%
27,405
+2,743
299
$4.41M 0.02%
95,211
-6,192
300
$4.39M 0.02%
12,656
-313
10 11
12
13 14