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
526
$1.79M 0.01%
58,232
-2,822
527
$1.78M 0.01%
18,024
+10,242
528
$1.74M 0.01%
21,003
+2,273
529
$1.71M 0.01%
77,545
-1,850
530
$1.71M 0.01%
1,089
-41
531
$1.7M 0.01%
12,585
-538
532
$1.69M 0.01%
6,784
+392
533
$1.69M 0.01%
20,934
-673
534
$1.69M 0.01%
41,659
+11,734
535
$1.69M 0.01%
63,022
-72,852
536
$1.69M 0.01%
12,907
+2,981
537
$1.67M 0.01%
14,576
+832
538
$1.67M 0.01%
27,182
+1,420
539
$1.67M 0.01%
32,815
+2,736
540
$1.66M 0.01%
103,883
-2,103
541
$1.65M 0.01%
56,242
-23,079
542
$1.63M 0.01%
37,715
+1,898
543
$1.62M 0.01%
50,947
-39,307
544
$1.61M 0.01%
4,115
-1,345
545
$1.61M 0.01%
8,180
-621
546
$1.6M ﹤0.01%
10,076
+3,752
547
$1.6M ﹤0.01%
40,257
+13,983
548
$1.59M ﹤0.01%
9,251
+3,702
549
$1.58M ﹤0.01%
10,073
+3,244
550
$1.58M ﹤0.01%
44,005
-1,628
20 21
22
23 24