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
301
$2.66M 0.01%
72,760
+6,890
302
$2.65M 0.01%
31,678
-5,048
303
$2.65M 0.01%
84,283
-2,804
304
$2.64M 0.01%
28,242
+8,707
305
$2.64M 0.01%
5,036
+349
306
$2.64M 0.01%
15,005
+3,375
307
$2.64M 0.01%
45,364
+2,256
308
$2.63M 0.01%
93,200
-2,468
309
$2.63M 0.01%
26,590
+1,148
310
$2.61M 0.01%
6,197
+518
311
$2.61M 0.01%
17,053
-1,950
312
$2.6M 0.01%
32,298
+5,616
313
$2.6M 0.01%
46,215
+1,525
314
$2.58M 0.01%
102,529
-2,989
315
$2.58M 0.01%
24,814
+2,599
316
$2.55M 0.01%
21,893
+14,434
317
$2.55M 0.01%
32,959
+23,474
318
$2.54M 0.01%
14,580
-5,081
319
$2.52M 0.01%
23,493
+10,860
320
$2.51M 0.01%
24,708
-43,243
321
$2.48M 0.01%
37,122
+1,629
322
$2.47M 0.01%
52,419
-2,038
323
$2.46M 0.01%
97,235
-563
324
$2.45M 0.01%
63,619
-1,427
325
$2.44M 0.01%
13,084
+2,928
11 12
13
14 15