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
376
$3.75M 0.01%
11,781
-496
377
$3.75M 0.01%
14,222
+7,198
378
$3.71M 0.01%
59,872
+5,211
379
$3.64M 0.01%
7,205
-300
380
$3.62M 0.01%
9,620
+6,047
381
$3.61M 0.01%
12,253
+2,489
382
$3.6M 0.01%
108,700
+15,395
383
$3.59M 0.01%
17,852
+14,013
384
$3.54M 0.01%
27,110
+4,506
385
$3.51M 0.01%
3,954
+30
386
$3.46M 0.01%
44,597
+2,070
387
$3.46M 0.01%
25,821
+1,170
388
$3.46M 0.01%
171,519
+42,586
389
$3.45M 0.01%
41,287
+2,920
390
$3.34M 0.01%
14,593
-297
391
$3.32M 0.01%
14,409
+259
392
$3.31M 0.01%
10,234
-376
393
$3.3M 0.01%
142,226
-3,362
394
$3.26M 0.01%
126,596
+22,166
395
$3.25M 0.01%
179,932
+27,753
396
$3.23M 0.01%
23,906
-2,240
397
$3.22M 0.01%
40,687
+2,724
398
$3.2M 0.01%
36,174
-1,003
399
$3.19M 0.01%
16,631
-716
400
$3.18M 0.01%
25,449
-1,081
14 15
16
17 18