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
426
$1.48M 0.01%
33,613
-1,632
427
$1.47M 0.01%
11,566
+152
428
$1.47M 0.01%
45,149
-445
429
$1.47M 0.01%
4,510
+1,216
430
$1.46M 0.01%
9,834
-7,278
431
$1.45M 0.01%
8,174
-19,583
432
$1.44M 0.01%
4,348
+509
433
$1.42M 0.01%
6,791
-11,370
434
$1.4M 0.01%
20,944
+1,677
435
$1.4M 0.01%
21,156
-7,202
436
$1.39M 0.01%
54,398
-2,120
437
$1.39M 0.01%
9,152
+2,381
438
$1.37M 0.01%
75,979
+6,548
439
$1.34M 0.01%
9,283
+1,116
440
$1.33M 0.01%
12,345
+2,059
441
$1.31M 0.01%
15,570
+5,778
442
$1.3M 0.01%
29,242
+3,119
443
$1.28M 0.01%
9,494
-8,253
444
$1.28M 0.01%
29,171
-32,042
445
$1.27M 0.01%
4,454
+346
446
$1.26M 0.01%
28,855
+3,709
447
$1.26M 0.01%
13,966
+1,910
448
$1.26M 0.01%
47,360
-2,004
449
$1.24M 0.01%
5,724
-4,250
450
$1.22M 0.01%
69,721
+6,944
16 17
18
19 20