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
376
$1.93M 0.01%
38,495
+540
377
$1.92M 0.01%
21,961
+1,432
378
$1.91M 0.01%
23,504
+858
379
$1.91M 0.01%
21,609
+2,757
380
$1.9M 0.01%
8,473
+478
381
$1.89M 0.01%
6,095
+2,824
382
$1.89M 0.01%
20,705
+4,336
383
$1.87M 0.01%
75,141
-27,994
384
$1.86M 0.01%
5,178
-5,654
385
$1.84M 0.01%
10,792
+2,127
386
$1.83M 0.01%
15,089
+1,562
387
$1.81M 0.01%
22,074
-12,510
388
$1.81M 0.01%
150,041
-1,954
389
$1.75M 0.01%
83,741
-45,854
390
$1.74M 0.01%
61,290
-1,266
391
$1.74M 0.01%
11,099
+9,495
392
$1.74M 0.01%
65,143
-5,883
393
$1.73M 0.01%
38,940
-1,421
394
$1.73M 0.01%
80,496
+4,192
395
$1.72M 0.01%
7,997
-5,183
396
$1.71M 0.01%
234,605
+3,622
397
$1.7M 0.01%
6,378
+1,869
398
$1.7M 0.01%
+22,716
399
$1.7M 0.01%
10,774
+1,883
400
$1.69M 0.01%
89,600
+27,338
14 15
16
17 18