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
501
$1.96M 0.01%
4,624
+637
502
$1.95M 0.01%
44,831
-3,331
503
$1.95M 0.01%
13,140
-2,036
504
$1.95M 0.01%
7,247
-1,992
505
$1.94M 0.01%
105,247
-33,714
506
$1.94M 0.01%
47,797
-11,325
507
$1.94M 0.01%
11,832
-218
508
$1.93M 0.01%
60,353
-1,019
509
$1.91M 0.01%
7,851
+170
510
$1.91M 0.01%
7,818
+734
511
$1.9M 0.01%
8,629
-1,053
512
$1.9M 0.01%
15,377
+1,260
513
$1.9M 0.01%
29,133
+152
514
$1.9M 0.01%
24,287
+1,020
515
$1.89M 0.01%
41,800
+1,622
516
$1.87M 0.01%
26,527
+2,418
517
$1.87M 0.01%
55,340
+22,542
518
$1.85M 0.01%
11,042
+731
519
$1.84M 0.01%
117,461
-2,405
520
$1.84M 0.01%
29,669
-5,904
521
$1.83M 0.01%
55,500
+435
522
$1.83M 0.01%
36,751
+7,705
523
$1.82M 0.01%
29,925
+3,432
524
$1.81M 0.01%
9,477
+683
525
$1.8M 0.01%
43,220
+25,240
19 20
21
22 23