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
451
$1.22M 0.01%
6,049
+2,847
452
$1.21M 0.01%
22,026
+452
453
$1.2M 0.01%
3,581
-321
454
$1.2M 0.01%
19,717
-13
455
$1.19M 0.01%
3,707
+871
456
$1.19M 0.01%
10,763
-13,520
457
$1.19M 0.01%
20,923
+2,596
458
$1.18M 0.01%
4,858
+847
459
$1.18M 0.01%
11,210
+5,425
460
$1.16M 0.01%
75,272
-8,219
461
$1.15M 0.01%
9,083
+931
462
$1.15M 0.01%
20,157
+2,071
463
$1.14M 0.01%
+1,050
464
$1.13M 0.01%
28,786
-966
465
$1.13M 0.01%
17,493
-6,905
466
$1.12M 0.01%
10,679
-13,381
467
$1.12M 0.01%
65,069
-46,847
468
$1.11M 0.01%
39,410
-410
469
$1.1M 0.01%
11,906
-1,128
470
$1.1M 0.01%
20,611
-17,776
471
$1.08M 0.01%
6,241
+1,798
472
$1.08M 0.01%
5,933
+774
473
$1.08M 0.01%
9,143
-6,162
474
$1.08M 0.01%
131,515
-22,659
475
$1.08M 0.01%
28,685
-32,115
17 18
19
20 21