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
326
$2.71M 0.01%
5,769
-197
327
$2.69M 0.01%
5,471
+223
328
$2.68M 0.01%
12,963
+693
329
$2.66M 0.01%
35,312
-816
330
$2.65M 0.01%
19,519
-1,524
331
$2.65M 0.01%
28,536
+20,664
332
$2.64M 0.01%
73,271
+7,986
333
$2.6M 0.01%
19,096
-494
334
$2.6M 0.01%
44,518
+6,676
335
$2.58M 0.01%
23,312
+880
336
$2.56M 0.01%
18,823
+3,181
337
$2.56M 0.01%
3,890
-163
338
$2.55M 0.01%
4,811
+2,697
339
$2.54M 0.01%
9,031
+30
340
$2.52M 0.01%
8,285
+713
341
$2.49M 0.01%
24,837
+8,445
342
$2.46M 0.01%
10,761
+1,295
343
$2.45M 0.01%
23,600
+7,615
344
$2.43M 0.01%
11,877
+2,323
345
$2.42M 0.01%
5,226
+478
346
$2.42M 0.01%
28,130
-1,014
347
$2.39M 0.01%
20,814
+8,622
348
$2.34M 0.01%
3,699
+130
349
$2.33M 0.01%
73,323
-4,505
350
$2.33M 0.01%
10,444
+6,804
12 13
14
15 16