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
326
$4.52M 0.01%
89,450
-2,711
327
$4.52M 0.01%
77,244
+6,937
328
$4.51M 0.01%
57,765
+1,589
329
$4.5M 0.01%
26,227
-2,448
330
$4.42M 0.01%
29,268
-2,941
331
$4.41M 0.01%
49,352
+3,384
332
$4.39M 0.01%
21,413
+2,233
333
$4.38M 0.01%
390,221
+87,759
334
$4.37M 0.01%
45,527
+9,103
335
$4.31M 0.01%
28,658
+1,443
336
$4.31M 0.01%
13,615
+1,581
337
$4.29M 0.01%
57,130
+11,446
338
$4.28M 0.01%
95,431
-613
339
$4.28M 0.01%
182,311
+22,855
340
$4.26M 0.01%
28,353
+1,095
341
$4.26M 0.01%
221,816
+78,896
342
$4.24M 0.01%
14,248
+66
343
$4.22M 0.01%
12,181
+662
344
$4.21M 0.01%
27,362
+1,194
345
$4.21M 0.01%
16,928
+6
346
$4.21M 0.01%
21,944
-1,415
347
$4.19M 0.01%
23,068
-911
348
$4.17M 0.01%
15,589
+1,262
349
$4.14M 0.01%
18,389
-2,557
350
$4.13M 0.01%
34,467
+5,512
12 13
14
15 16