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
$23.6B
AUM Growth
+$2.07B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
781
New
Increased
Reduced
Closed

Top Buys

1
+$297M
2
+$249M
3
+$191M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$158M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$89.9M

Top Sells

1
+$141M
2
+$91.9M
3
+$75.9M
4
VXF icon
Vanguard Extended Market ETF
VXF
+$75.1M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$45.3M

Sector Composition

1 Technology 3.6%
2 Financials 2.03%
3 Consumer Discretionary 1.6%
4 Healthcare 1.48%
5 Communication Services 1.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$1.37M 0.01%
15,002
-261
452
$1.36M 0.01%
7,518
+3,909
453
$1.36M 0.01%
16,567
+1,909
454
$1.35M 0.01%
4,240
+335
455
$1.34M 0.01%
5,299
+959
456
$1.32M 0.01%
6,193
-1,117
457
$1.32M 0.01%
8,498
-780
458
$1.32M 0.01%
34,708
-304
459
$1.31M 0.01%
11,502
-187
460
$1.3M 0.01%
5,649
-2,200
461
$1.27M 0.01%
26,494
-2,932
462
$1.27M 0.01%
8,113
-750
463
$1.27M 0.01%
75,860
-6,444
464
$1.26M 0.01%
4,619
+563
465
$1.26M 0.01%
16,347
+6,390
466
$1.25M 0.01%
14,322
-190
467
$1.25M 0.01%
18,832
+666
468
$1.25M 0.01%
37,072
+15,023
469
$1.24M 0.01%
10,372
-1,501
470
$1.24M 0.01%
31,677
+8,478
471
$1.24M 0.01%
9,081
-3,839
472
$1.23M 0.01%
32,750
+8,948
473
$1.23M 0.01%
18,788
+3,835
474
$1.22M 0.01%
19,608
+5,514
475
$1.22M 0.01%
10,100
+295
17 18
19
20 21