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
351
$4.11M 0.01%
39,515
-470
352
$4.07M 0.01%
25,002
-839
353
$4.04M 0.01%
52,395
+547
354
$4.02M 0.01%
15,005
+1,710
355
$4.02M 0.01%
49,908
-1,280
356
$4M 0.01%
51,260
+9,360
357
$3.98M 0.01%
38,823
+1,521
358
$3.98M 0.01%
20,377
+935
359
$3.98M 0.01%
55,389
+6,730
360
$3.97M 0.01%
22,182
+184
361
$3.96M 0.01%
79,472
+43,793
362
$3.95M 0.01%
63,622
+398
363
$3.92M 0.01%
337,334
+28,375
364
$3.85M 0.01%
67,528
-10
365
$3.83M 0.01%
11,080
+122
366
$3.83M 0.01%
16,368
+4,294
367
$3.83M 0.01%
34,922
+382
368
$3.83M 0.01%
13,979
+27
369
$3.81M 0.01%
106,477
-4,641
370
$3.81M 0.01%
10,466
+1,170
371
$3.79M 0.01%
27,149
+355
372
$3.79M 0.01%
75,472
-20,351
373
$3.79M 0.01%
24,389
+2,420
374
$3.78M 0.01%
133,073
+526
375
$3.78M 0.01%
26,924
+9,762
13 14
15
16 17