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
551
$643K ﹤0.01%
6,309
-139
552
$643K ﹤0.01%
8,636
+311
553
$642K ﹤0.01%
17,911
+11,427
554
$634K ﹤0.01%
16,458
-903
555
$634K ﹤0.01%
8,930
-449
556
$627K ﹤0.01%
2,728
+82
557
$626K ﹤0.01%
2,962
-766
558
$625K ﹤0.01%
11,005
+3,798
559
$624K ﹤0.01%
4,899
-5,170
560
$622K ﹤0.01%
6,272
-8,072
561
$613K ﹤0.01%
13,684
-8,096
562
$610K ﹤0.01%
2,203
+884
563
$605K ﹤0.01%
9,340
+1,782
564
$603K ﹤0.01%
16,818
+2,752
565
$602K ﹤0.01%
7,055
-32
566
$592K ﹤0.01%
19,259
+2,933
567
$590K ﹤0.01%
8,733
-1,031
568
$578K ﹤0.01%
1,714
-132
569
$577K ﹤0.01%
4,056
+1,319
570
$575K ﹤0.01%
7,610
-10,004
571
$566K ﹤0.01%
4,838
+630
572
$565K ﹤0.01%
13,274
-26,271
573
$564K ﹤0.01%
18,981
+4,650
574
$561K ﹤0.01%
8,496
+1,712
575
$561K ﹤0.01%
14,333
+2,957
21 22
23
24 25