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
401
$1.67M 0.01%
9,747
+5,632
402
$1.65M 0.01%
+11,491
403
$1.65M 0.01%
24,106
-501
404
$1.64M 0.01%
40,712
-3,646
405
$1.63M 0.01%
37,962
-2,865
406
$1.63M 0.01%
23,423
+7,348
407
$1.61M 0.01%
5,972
+560
408
$1.61M 0.01%
80,034
-13,325
409
$1.59M 0.01%
13,227
+3,333
410
$1.59M 0.01%
21,306
+12,999
411
$1.59M 0.01%
75,589
-11,345
412
$1.59M 0.01%
45,632
-1,003
413
$1.58M 0.01%
6,521
-7,446
414
$1.58M 0.01%
27,646
+2,391
415
$1.53M 0.01%
57,475
+10,847
416
$1.52M 0.01%
22,795
+9
417
$1.51M 0.01%
7,446
+2,143
418
$1.51M 0.01%
24,765
+12,244
419
$1.5M 0.01%
71,489
+1,034
420
$1.5M 0.01%
109,360
-14,649
421
$1.5M 0.01%
6,092
+376
422
$1.49M 0.01%
30,339
-63,011
423
$1.49M 0.01%
29,952
+2,006
424
$1.49M 0.01%
49,116
-6,400
425
$1.48M 0.01%
23,494
+4,604
15 16
17
18 19