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
501
$1.84M 0.01%
64,700
-2,067
502
$1.84M 0.01%
6,799
+1,388
503
$1.84M 0.01%
42,202
-5,180
504
$1.82M 0.01%
27,257
-2,923
505
$1.82M 0.01%
31,510
+6,296
506
$1.8M 0.01%
29,905
+1,261
507
$1.8M 0.01%
7,631
+2,993
508
$1.79M 0.01%
31,094
+7,772
509
$1.76M 0.01%
217
-1
510
$1.75M 0.01%
4,492
+978
511
$1.74M 0.01%
34,951
-7,948
512
$1.73M 0.01%
12,342
+894
513
$1.73M 0.01%
29,550
+4,436
514
$1.73M 0.01%
57,025
-3,699
515
$1.72M 0.01%
39,359
-1,088
516
$1.71M 0.01%
24,612
+4,038
517
$1.71M 0.01%
35,786
-7,022
518
$1.7M 0.01%
12,316
-291
519
$1.69M 0.01%
57,961
-2,070
520
$1.69M 0.01%
26,710
+10,433
521
$1.69M 0.01%
11,350
+575
522
$1.68M 0.01%
13,715
-4,100
523
$1.67M 0.01%
11,862
-308
524
$1.66M 0.01%
78,704
+11,939
525
$1.66M 0.01%
19,978
+2,590
19 20
21
22 23