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
26
$60.1M 0.32%
1,248,336
+458,760
27
$49M 0.26%
96,979
+13,000
28
$41.1M 0.22%
652,699
-52,539
29
$39.3M 0.21%
411,309
-126,671
30
$38.7M 0.21%
402,030
-101,310
31
$37.5M 0.2%
667,843
+101,303
32
$37.1M 0.2%
226,871
-14,111
33
$35.6M 0.19%
110,029
+2,811
34
$33.8M 0.18%
387,426
-25,979
35
$30.7M 0.16%
114,995
+10,968
36
$28.5M 0.15%
103,216
+16,272
37
$28.3M 0.15%
1,022,362
-72,704
38
$26.9M 0.14%
213,216
-15,968
39
$26.6M 0.14%
56,363
+2,406
40
$25M 0.13%
2,060,010
-363,340
41
$24M 0.13%
147,122
+24,160
42
$23.8M 0.13%
227,340
+12,055
43
$23.3M 0.12%
162,481
-2,033
44
$23.2M 0.12%
173,223
+8,913
45
$22.6M 0.12%
368,283
-8,531
46
$22.4M 0.12%
1,027,125
+114,744
47
$21.9M 0.12%
279,462
+27,462
48
$21.7M 0.12%
926,853
+420,731
49
$21.6M 0.11%
94,172
+8,674
50
$21.4M 0.11%
356,201
-7,141
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