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
$28.6B
AUM Growth
+$2.54B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
887
New
Increased
Reduced
Closed

Top Buys

1
+$179M
2
+$168M
3
+$113M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$63.7M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$52M

Top Sells

1
+$54.3M
2
+$48.9M
3
+$21.4M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$13.4M
5
TSLA icon
Tesla
TSLA
+$10.2M

Sector Composition

1 Technology 4.87%
2 Financials 2%
3 Healthcare 1.66%
4 Consumer Discretionary 1.64%
5 Communication Services 1.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$3.94M 0.01%
58,846
+13,203
327
$3.92M 0.01%
209,299
+59,923
328
$3.88M 0.01%
39,096
+1,235
329
$3.87M 0.01%
49,322
+1,062
330
$3.84M 0.01%
40,619
+6,911
331
$3.84M 0.01%
111,734
-2,126
332
$3.83M 0.01%
27,564
+816
333
$3.82M 0.01%
27,819
+2,023
334
$3.81M 0.01%
177,635
-9,519
335
$3.8M 0.01%
22,473
-462
336
$3.79M 0.01%
22,042
-385
337
$3.76M 0.01%
52,978
+2,343
338
$3.74M 0.01%
35,916
+1,045
339
$3.73M 0.01%
83,875
+13,743
340
$3.71M 0.01%
50,483
-5,379
341
$3.71M 0.01%
69,843
+4,387
342
$3.7M 0.01%
35,875
-47
343
$3.66M 0.01%
38,152
-860
344
$3.66M 0.01%
26,384
+663
345
$3.65M 0.01%
39,085
-2,419
346
$3.64M 0.01%
24,484
-1,852
347
$3.62M 0.01%
42,832
+2,360
348
$3.62M 0.01%
69,210
-305
349
$3.62M 0.01%
55,439
-6,867
350
$3.62M 0.01%
35,951
+11,622
12 13
14
15 16