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
301
$3.07M 0.01%
13,431
+3,678
302
$3.04M 0.01%
16,091
+1,068
303
$3.02M 0.01%
51,405
+384
304
$3.02M 0.01%
10,139
+1,657
305
$2.99M 0.01%
8,080
+1,166
306
$2.99M 0.01%
238,037
+63,970
307
$2.97M 0.01%
67,815
-6,633
308
$2.94M 0.01%
15,794
+610
309
$2.92M 0.01%
42,703
-734
310
$2.9M 0.01%
96,432
+9,435
311
$2.9M 0.01%
31,840
+3,434
312
$2.87M 0.01%
42,554
-1,018
313
$2.86M 0.01%
70,469
-1,720
314
$2.86M 0.01%
4,492
-213
315
$2.84M 0.01%
16,413
+4,588
316
$2.84M 0.01%
26,589
-990
317
$2.83M 0.01%
114,992
-11,160
318
$2.82M 0.01%
10,985
-1,025
319
$2.82M 0.01%
25,971
+98
320
$2.8M 0.01%
9,284
+1,389
321
$2.8M 0.01%
1,167
+107
322
$2.77M 0.01%
20,615
-1,288
323
$2.75M 0.01%
11,781
+1,060
324
$2.73M 0.01%
10,113
+572
325
$2.71M 0.01%
37,926
+1,528
11 12
13
14 15