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
526
$763K ﹤0.01%
5,068
-4,969
527
$756K ﹤0.01%
12,191
+2,613
528
$751K ﹤0.01%
7,167
+1,980
529
$749K ﹤0.01%
8,267
+1,391
530
$737K ﹤0.01%
10,121
+2,569
531
$734K ﹤0.01%
9,225
+4,215
532
$734K ﹤0.01%
2,756
-773
533
$733K ﹤0.01%
14,122
+5,923
534
$731K ﹤0.01%
1,962
-108
535
$721K ﹤0.01%
6,988
+4,054
536
$721K ﹤0.01%
1,461
+26
537
$720K ﹤0.01%
28,132
-46,968
538
$710K ﹤0.01%
7,943
+4,705
539
$704K ﹤0.01%
13,342
+5,262
540
$700K ﹤0.01%
3,234
-3,764
541
$700K ﹤0.01%
1,440
+246
542
$699K ﹤0.01%
2,784
+738
543
$698K ﹤0.01%
33,534
+21,723
544
$698K ﹤0.01%
3,415
+242
545
$690K ﹤0.01%
1,579
-760
546
$685K ﹤0.01%
8,878
+1,730
547
$678K ﹤0.01%
5,663
+1,302
548
$677K ﹤0.01%
13,882
+6,831
549
$674K ﹤0.01%
9,918
+986
550
$665K ﹤0.01%
5,769
-399
20 21
22
23 24