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
551
$661K ﹤0.01%
5,929
-69
552
$658K ﹤0.01%
21,493
-1,821
553
$656K ﹤0.01%
8,353
-2,056
554
$648K ﹤0.01%
3,288
+717
555
$642K ﹤0.01%
+17,584
556
$641K ﹤0.01%
14,792
+3,267
557
$640K ﹤0.01%
1,816
+663
558
$638K ﹤0.01%
3,820
+220
559
$633K ﹤0.01%
17,007
+830
560
$622K ﹤0.01%
26,435
-739
561
$619K ﹤0.01%
5,432
-643
562
$618K ﹤0.01%
5,039
+2,905
563
$616K ﹤0.01%
26,910
-2,261
564
$615K ﹤0.01%
25,295
-2,056
565
$606K ﹤0.01%
2,527
-8,077
566
$592K ﹤0.01%
+14,749
567
$589K ﹤0.01%
2,853
+382
568
$577K ﹤0.01%
8,767
+1,045
569
$577K ﹤0.01%
3,471
+1,591
570
$568K ﹤0.01%
+9,402
571
$568K ﹤0.01%
1,097
+124
572
$567K ﹤0.01%
+9,753
573
$564K ﹤0.01%
10,189
-20,239
574
$562K ﹤0.01%
17,556
+7,459
575
$559K ﹤0.01%
5,785
+2,533
21 22
23
24 25