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
376
$3.16M 0.01%
14,003
-265
377
$3.15M 0.01%
2,522
+23
378
$3.13M 0.01%
45,879
+3,902
379
$3.11M 0.01%
23,479
-1,522
380
$3.11M 0.01%
43,006
+8,163
381
$3.11M 0.01%
18,347
+8,706
382
$3.11M 0.01%
26,701
-623
383
$3.11M 0.01%
7,700
-172
384
$3.1M 0.01%
60,080
+13,550
385
$3.1M 0.01%
25,491
+969
386
$3.04M 0.01%
146,956
+5,799
387
$3.03M 0.01%
17,539
+591
388
$3.03M 0.01%
34,703
+1,193
389
$3.02M 0.01%
30,878
-6,586
390
$3.01M 0.01%
15,438
+8,068
391
$3M 0.01%
31,104
-2
392
$2.98M 0.01%
34,984
+2,694
393
$2.98M 0.01%
13,977
-4
394
$2.96M 0.01%
151,014
-4,543
395
$2.94M 0.01%
62,236
-1,788
396
$2.89M 0.01%
9,798
+78
397
$2.88M 0.01%
37,508
-991
398
$2.85M 0.01%
5,734
-66
399
$2.83M 0.01%
25,601
+2,888
400
$2.83M 0.01%
19,027
-1,129
14 15
16
17 18