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
551
$1.57M ﹤0.01%
12,009
+2,367
552
$1.56M ﹤0.01%
12,521
+1,420
553
$1.54M ﹤0.01%
25,806
-2,128
554
$1.54M ﹤0.01%
18,108
-728
555
$1.54M ﹤0.01%
10,286
+694
556
$1.53M ﹤0.01%
17,355
+1,717
557
$1.53M ﹤0.01%
53,477
-22,610
558
$1.53M ﹤0.01%
17,744
+274
559
$1.52M ﹤0.01%
5,178
+37
560
$1.51M ﹤0.01%
86,194
-1,900
561
$1.5M ﹤0.01%
29,821
+4,867
562
$1.49M ﹤0.01%
20,145
+8,996
563
$1.49M ﹤0.01%
21,815
+4,501
564
$1.49M ﹤0.01%
5,039
-50
565
$1.49M ﹤0.01%
16,545
-299
566
$1.48M ﹤0.01%
26,227
-59
567
$1.48M ﹤0.01%
63,186
+4,803
568
$1.48M ﹤0.01%
2,916
+136
569
$1.47M ﹤0.01%
18,148
+7,018
570
$1.46M ﹤0.01%
49,780
-16,718
571
$1.43M ﹤0.01%
37,232
-840
572
$1.43M ﹤0.01%
11,941
+801
573
$1.43M ﹤0.01%
6,387
-859
574
$1.43M ﹤0.01%
35,794
+4,273
575
$1.42M ﹤0.01%
12,107
+615
21 22
23
24 25