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
476
$1.07M 0.01%
26,286
+10,773
477
$1.06M 0.01%
16,648
+1,550
478
$1.05M 0.01%
37,920
+25,085
479
$1.03M 0.01%
21,157
-1,579
480
$1.03M 0.01%
47,424
+15,957
481
$1.02M 0.01%
31,014
-2,209
482
$1.01M 0.01%
23,853
-303
483
$1.01M 0.01%
7,015
+254
484
$1M 0.01%
6,950
+1,881
485
$992K 0.01%
29,161
+6,556
486
$988K 0.01%
15,023
-862
487
$980K 0.01%
6,318
-1,579
488
$970K 0.01%
33,325
-781
489
$959K 0.01%
14,525
-12,948
490
$957K 0.01%
22,517
+568
491
$941K 0.01%
8,853
+3,093
492
$939K 0.01%
2,702
+812
493
$931K 0.01%
859
-95
494
$920K ﹤0.01%
7,139
+2,671
495
$917K ﹤0.01%
230
+4
496
$909K ﹤0.01%
8,694
+4,814
497
$900K ﹤0.01%
4,851
+1,862
498
$897K ﹤0.01%
56,462
+2,404
499
$895K ﹤0.01%
19,863
+2,141
500
$889K ﹤0.01%
4,446
-96
18 19
20
21 22