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
$32.5B
AUM Growth
+$2.81B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
919
New
Increased
Reduced
Closed

Top Buys

1
+$176M
2
+$80.3M
3
+$66.4M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$65.6M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$55.4M

Top Sells

1
+$37.9M
2
+$23.2M
3
+$10.5M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$10.3M
5
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$6.65M

Sector Composition

1 Technology 5.07%
2 Financials 2.13%
3 Consumer Discretionary 1.63%
4 Healthcare 1.52%
5 Communication Services 1.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$5.18M 0.02%
12,082
+431
302
$5.17M 0.02%
99,913
+71,914
303
$5.12M 0.02%
41,436
+1,386
304
$5.07M 0.02%
31,545
+1,697
305
$5.06M 0.02%
86,124
+9,734
306
$5.02M 0.02%
10,576
+41
307
$5.01M 0.02%
28,222
-427
308
$4.94M 0.02%
264,407
+14,791
309
$4.94M 0.02%
67,449
+524
310
$4.87M 0.02%
56,638
-222
311
$4.81M 0.01%
327,412
+15,307
312
$4.79M 0.01%
28,383
+20,533
313
$4.78M 0.01%
57,884
+3,713
314
$4.76M 0.01%
26,472
+5,842
315
$4.72M 0.01%
22,850
+1,897
316
$4.7M 0.01%
39,965
+78
317
$4.69M 0.01%
129,815
-1,325
318
$4.65M 0.01%
79,885
-6,715
319
$4.63M 0.01%
41,408
+3,554
320
$4.63M 0.01%
26,304
+2,057
321
$4.62M 0.01%
38,160
-487
322
$4.62M 0.01%
1,466
-24
323
$4.6M 0.01%
47,926
+7,787
324
$4.55M 0.01%
73,028
+17,630
325
$4.53M 0.01%
68,880
+2,626
11 12
13
14 15