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
526
$1.63M 0.01%
8,563
+1,995
527
$1.62M 0.01%
30,058
-20,142
528
$1.6M 0.01%
104,048
-4,905
529
$1.59M 0.01%
4,004
-131
530
$1.58M 0.01%
21,341
+1,398
531
$1.57M 0.01%
22,409
+14,314
532
$1.57M 0.01%
17,570
-456
533
$1.53M 0.01%
9,657
+686
534
$1.53M 0.01%
21,240
-1,613
535
$1.53M 0.01%
91,944
-2,065
536
$1.51M 0.01%
76,439
-29,524
537
$1.5M 0.01%
29,753
+7,234
538
$1.5M 0.01%
3,759
+968
539
$1.49M 0.01%
14,002
+9,003
540
$1.49M 0.01%
7,790
+3,556
541
$1.47M 0.01%
10,709
+1,933
542
$1.47M 0.01%
25,731
-24,890
543
$1.46M 0.01%
41,875
+8,188
544
$1.46M 0.01%
9,338
+466
545
$1.44M 0.01%
21,926
+7,631
546
$1.44M 0.01%
7,270
+15
547
$1.43M 0.01%
10,767
+74
548
$1.42M 0.01%
21,067
+20
549
$1.42M 0.01%
22,578
-15,384
550
$1.41M ﹤0.01%
18,475
-1,173
20 21
22
23 24