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
326
$2.42M 0.01%
84,661
-43,245
327
$2.39M 0.01%
61,791
+24,002
328
$2.38M 0.01%
10,899
+515
329
$2.38M 0.01%
51,775
+7,662
330
$2.37M 0.01%
26,869
-1,709
331
$2.36M 0.01%
35,744
+6,455
332
$2.35M 0.01%
17,451
+3,106
333
$2.35M 0.01%
35,245
+17,618
334
$2.34M 0.01%
51,541
-12,640
335
$2.34M 0.01%
31,100
+8,432
336
$2.34M 0.01%
21,963
+583
337
$2.33M 0.01%
34,981
+7,921
338
$2.33M 0.01%
47,031
-4,037
339
$2.33M 0.01%
19,206
-17,247
340
$2.32M 0.01%
82,814
+5,816
341
$2.32M 0.01%
27,981
+19,621
342
$2.31M 0.01%
6,387
-833
343
$2.31M 0.01%
53,156
+2,432
344
$2.31M 0.01%
48,093
+24,819
345
$2.31M 0.01%
21,541
-7,644
346
$2.27M 0.01%
46,227
-42,304
347
$2.27M 0.01%
42,166
+937
348
$2.27M 0.01%
75,934
+5,343
349
$2.26M 0.01%
35,701
+3,951
350
$2.26M 0.01%
23,467
+1,037
12 13
14
15 16