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
426
$2.53M 0.01%
150,981
-7,557
427
$2.52M 0.01%
75,078
-5,446
428
$2.51M 0.01%
49,971
+7,352
429
$2.51M 0.01%
125,536
-2,860
430
$2.51M 0.01%
52,840
-1,410
431
$2.51M 0.01%
46,947
+20,249
432
$2.5M 0.01%
55,139
-1,396
433
$2.5M 0.01%
51,186
-7,111
434
$2.49M 0.01%
9,208
-252
435
$2.49M 0.01%
18,731
-1,379
436
$2.48M 0.01%
109,058
-9,467
437
$2.47M 0.01%
26,056
-194
438
$2.46M 0.01%
21,904
-30
439
$2.45M 0.01%
23,377
-3,320
440
$2.44M 0.01%
24,347
+30
441
$2.43M 0.01%
18,523
+912
442
$2.4M 0.01%
28,403
-886
443
$2.39M 0.01%
14,788
+933
444
$2.37M 0.01%
44,946
-112
445
$2.37M 0.01%
27,188
-2,648
446
$2.36M 0.01%
16,205
+846
447
$2.35M 0.01%
41,674
+9,265
448
$2.35M 0.01%
50,056
+2,832
449
$2.33M 0.01%
36,230
+351
450
$2.33M 0.01%
72,661
+77
16 17
18
19 20