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
501
$940K ﹤0.01%
3,864
+894
502
$935K ﹤0.01%
5,373
+1,164
503
$914K ﹤0.01%
5,922
+3,168
504
$900K ﹤0.01%
4,405
+1,281
505
$898K ﹤0.01%
56,917
+2,190
506
$890K ﹤0.01%
18,821
+2,205
507
$889K ﹤0.01%
1,652
+139
508
$866K ﹤0.01%
+9,473
509
$859K ﹤0.01%
3,616
+421
510
$852K ﹤0.01%
6,653
+22
511
$837K ﹤0.01%
9,095
+162
512
$830K ﹤0.01%
2,939
+629
513
$827K ﹤0.01%
5,056
+493
514
$824K ﹤0.01%
4,371
+666
515
$822K ﹤0.01%
7,191
+503
516
$813K ﹤0.01%
8,670
-354
517
$807K ﹤0.01%
8,680
+2,890
518
$796K ﹤0.01%
4,261
-838
519
$791K ﹤0.01%
4,858
+968
520
$790K ﹤0.01%
17,803
-1,549
521
$788K ﹤0.01%
4,325
-106
522
$782K ﹤0.01%
7,468
+1,612
523
$777K ﹤0.01%
3,796
+242
524
$771K ﹤0.01%
6,853
+699
525
$769K ﹤0.01%
5,476
+2,347
19 20
21
22 23