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
501
$867K ﹤0.01%
+20,201
502
$863K ﹤0.01%
17,245
-320
503
$861K ﹤0.01%
+8,401
504
$857K ﹤0.01%
6,786
+1,160
505
$842K ﹤0.01%
25,588
+7,722
506
$835K ﹤0.01%
2,088
+321
507
$835K ﹤0.01%
17,327
-8,565
508
$830K ﹤0.01%
3,079
-6,491
509
$830K ﹤0.01%
3,373
-2,655
510
$824K ﹤0.01%
17,885
+4,433
511
$824K ﹤0.01%
13,789
+5,098
512
$822K ﹤0.01%
37,131
+5,782
513
$806K ﹤0.01%
3,641
-75
514
$797K ﹤0.01%
13,869
+1,458
515
$796K ﹤0.01%
1,984
-279
516
$795K ﹤0.01%
7,939
+2,287
517
$795K ﹤0.01%
11,236
+7,275
518
$786K ﹤0.01%
32,591
+6,497
519
$783K ﹤0.01%
18,028
+2,397
520
$771K ﹤0.01%
5,825
+1,724
521
$766K ﹤0.01%
3,925
-361
522
$761K ﹤0.01%
16,677
+1,854
523
$754K ﹤0.01%
4,636
+500
524
$751K ﹤0.01%
10,618
-7,493
525
$742K ﹤0.01%
22,270
+7,395
19 20
21
22 23