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
$32.5B
AUM Growth
+$2.81B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
919
New
Increased
Reduced
Closed

Top Buys

1
+$176M
2
+$80.3M
3
+$66.4M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$65.6M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$55.4M

Top Sells

1
+$37.9M
2
+$23.2M
3
+$10.5M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$10.3M
5
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$6.65M

Sector Composition

1 Technology 5.07%
2 Financials 2.13%
3 Consumer Discretionary 1.63%
4 Healthcare 1.52%
5 Communication Services 1.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$138M 0.42%
1,247,678
-2,803
27
$128M 0.39%
1,543,953
-1,294
28
$122M 0.37%
992,708
+8,794
29
$120M 0.37%
1,181,274
+99,180
30
$119M 0.36%
4,845,816
+1,094,134
31
$114M 0.35%
1,297,756
-28,094
32
$105M 0.32%
3,394,048
+382,941
33
$104M 0.32%
2,853,049
+229,918
34
$103M 0.32%
2,365,957
+568,612
35
$98.5M 0.3%
1,170,402
+61,643
36
$95M 0.29%
1,264,944
+86,021
37
$92M 0.28%
103,845
-1,372
38
$89.2M 0.27%
537,750
-14,622
39
$78.9M 0.24%
137,577
+10,134
40
$77.8M 0.24%
451,202
+11,192
41
$75.2M 0.23%
449,914
-20,071
42
$74.9M 0.23%
153,465
+9,778
43
$71.7M 0.22%
155,742
+9,199
44
$65.5M 0.2%
2,442,102
+148,256
45
$63.5M 0.2%
2,464,435
-258,255
46
$62.7M 0.19%
239,582
+24,072
47
$57.4M 0.18%
272,416
+1,507
48
$56.9M 0.17%
2,390,402
+92,884
49
$51.3M 0.16%
1,523,033
+83,557
50
$48.8M 0.15%
416,368
-18,268
1
2
3 4 5