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
526
$742K ﹤0.01%
3,233
+472
527
$737K ﹤0.01%
6,123
-1,230
528
$733K ﹤0.01%
19,032
-9,018
529
$731K ﹤0.01%
24,351
+4,832
530
$727K ﹤0.01%
16,799
+2,879
531
$726K ﹤0.01%
10,884
-32,312
532
$722K ﹤0.01%
8,682
+613
533
$715K ﹤0.01%
11,837
+5,219
534
$714K ﹤0.01%
57,105
+30,020
535
$713K ﹤0.01%
10,885
-19,016
536
$708K ﹤0.01%
9,619
-3,676
537
$706K ﹤0.01%
3,835
-1,226
538
$705K ﹤0.01%
30,264
+11,474
539
$700K ﹤0.01%
2,503
-584
540
$695K ﹤0.01%
14,157
-10,277
541
$692K ﹤0.01%
3,352
+976
542
$691K ﹤0.01%
4,191
-2,395
543
$686K ﹤0.01%
4,817
+2,057
544
$684K ﹤0.01%
4,383
+296
545
$674K ﹤0.01%
9,916
+4,188
546
$673K ﹤0.01%
8,606
-4,019
547
$659K ﹤0.01%
4,701
+2,112
548
$657K ﹤0.01%
41,933
+7,330
549
$654K ﹤0.01%
28,929
+3,191
550
$648K ﹤0.01%
8,166
+734
20 21
22
23 24