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
351
$2.26M 0.01%
143,959
-3,581
352
$2.24M 0.01%
22,506
+289
353
$2.23M 0.01%
35,936
-3,623
354
$2.21M 0.01%
15,770
+3,200
355
$2.18M 0.01%
34,564
+3,318
356
$2.18M 0.01%
17,918
+3,114
357
$2.17M 0.01%
9,741
+8,616
358
$2.17M 0.01%
43,226
+7,515
359
$2.14M 0.01%
67,623
+1,593
360
$2.14M 0.01%
12,589
+2,557
361
$2.13M 0.01%
1,293
+305
362
$2.12M 0.01%
130,971
-2,422
363
$2.12M 0.01%
9,447
+1,958
364
$2.1M 0.01%
23,094
+338
365
$2.08M 0.01%
13,265
+198
366
$2.07M 0.01%
66,846
-1,378
367
$2.05M 0.01%
35,189
-155
368
$2.04M 0.01%
3,581
-2,224
369
$2.03M 0.01%
16,281
-1,906
370
$2.02M 0.01%
57,079
+6,650
371
$2M 0.01%
+2,389
372
$1.98M 0.01%
38,719
+9,588
373
$1.98M 0.01%
15,202
-37,289
374
$1.98M 0.01%
66,022
+59,075
375
$1.97M 0.01%
74,146
+30,411
13 14
15
16 17