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
451
$2.31M 0.01%
12,015
+4,946
452
$2.31M 0.01%
7,919
+919
453
$2.3M 0.01%
17,298
+1,345
454
$2.3M 0.01%
23,734
+9,205
455
$2.29M 0.01%
4,378
-430
456
$2.29M 0.01%
8,946
+3,047
457
$2.27M 0.01%
82,516
-1,766
458
$2.27M 0.01%
20,127
+1,489
459
$2.23M 0.01%
8,936
+2,948
460
$2.21M 0.01%
29,053
+3,562
461
$2.21M 0.01%
44,514
+7,042
462
$2.21M 0.01%
73,044
+6,442
463
$2.19M 0.01%
75,959
+60,150
464
$2.19M 0.01%
13,269
+152
465
$2.19M 0.01%
6,095
+56
466
$2.18M 0.01%
84,861
+11,153
467
$2.17M 0.01%
62,526
+850
468
$2.15M 0.01%
35,453
-4,173
469
$2.14M 0.01%
109,885
-3,155
470
$2.13M 0.01%
10,418
-407
471
$2.13M 0.01%
83,460
+64,252
472
$2.13M 0.01%
35,275
-143
473
$2.13M 0.01%
185,398
+134,508
474
$2.13M 0.01%
13,734
-299
475
$2.12M 0.01%
24,968
+4,877
17 18
19
20 21