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
26
$131M 0.46%
991,060
-29,577
27
$129M 0.45%
1,369,488
-12,315
28
$118M 0.41%
1,443,945
+147,446
29
$93.6M 0.33%
927,811
-211,955
30
$89.4M 0.31%
1,230,580
+129,164
31
$89M 0.31%
955,501
+14,748
32
$87.3M 0.31%
1,092,361
+103,212
33
$87.1M 0.3%
3,614,930
+582,290
34
$84.2M 0.29%
2,729,685
+494,268
35
$82.9M 0.29%
1,948,768
+315,754
36
$82.6M 0.29%
106,147
-560
37
$80.9M 0.28%
2,509,901
+173,408
38
$80.5M 0.28%
533,142
+21,859
39
$70M 0.24%
459,542
+2,974
40
$64.3M 0.22%
2,464,356
-36,810
41
$61M 0.21%
145,013
+3,672
42
$59.7M 0.21%
134,453
+36,229
43
$59.1M 0.21%
113,082
+34,370
44
$57.8M 0.2%
522,698
+367,656
45
$56.2M 0.2%
424,350
+9,230
46
$53M 0.19%
264,806
+1,494
47
$52.2M 0.18%
2,070,195
+55,195
48
$47.3M 0.17%
2,056,080
+268,082
49
$42.6M 0.15%
88,562
-108
50
$42.5M 0.15%
365,209
+5,983
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2
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