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
26
$57M 0.24%
161,892
+35,556
27
$54.3M 0.23%
161,424
-6,343
28
$54M 0.23%
372,960
+9,680
29
$47.5M 0.2%
440,186
+206,556
30
$38.6M 0.16%
1,228,524
+355,490
31
$36.3M 0.15%
72,263
+4,768
32
$35.9M 0.15%
408,239
+285,776
33
$34.7M 0.15%
83,665
+6,514
34
$32.3M 0.14%
204,126
+5,206
35
$30.2M 0.13%
587,299
+98,905
36
$29.8M 0.13%
670,914
+120,845
37
$29.3M 0.12%
179,144
+8,955
38
$28.3M 0.12%
469,080
-570
39
$28M 0.12%
93,710
+6,516
40
$25.4M 0.11%
429,565
+132,478
41
$25.4M 0.11%
148,212
+14,541
42
$24.9M 0.11%
43,836
+1,247
43
$24.5M 0.1%
43,134
-289
44
$23.7M 0.1%
298,548
+156,734
45
$23.5M 0.1%
35,267
+5,500
46
$23.1M 0.1%
64,411
+8,038
47
$22.7M 0.1%
104,860
-2,377
48
$22.6M 0.1%
54,538
+3,349
49
$21.6M 0.09%
114,341
+5,307
50
$20M 0.08%
502,022
+253,068
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