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
576
$561K ﹤0.01%
9,055
+1,401
577
$556K ﹤0.01%
20,131
-3,205
578
$556K ﹤0.01%
4,259
-867
579
$555K ﹤0.01%
16,016
+927
580
$546K ﹤0.01%
5,823
+1,494
581
$544K ﹤0.01%
8,992
+4,694
582
$542K ﹤0.01%
12,508
+1,721
583
$540K ﹤0.01%
12,360
+1,016
584
$538K ﹤0.01%
25,217
+2,665
585
$537K ﹤0.01%
14,594
-11,199
586
$534K ﹤0.01%
1,470
-1,079
587
$533K ﹤0.01%
21,376
-59,752
588
$532K ﹤0.01%
6,276
+3,620
589
$532K ﹤0.01%
3,106
+686
590
$511K ﹤0.01%
8,525
+1,749
591
$509K ﹤0.01%
10,555
+3,394
592
$503K ﹤0.01%
7,555
-8,004
593
$497K ﹤0.01%
10,402
-21,854
594
$495K ﹤0.01%
17,064
-7,663
595
$494K ﹤0.01%
6,219
-813
596
$491K ﹤0.01%
24,228
+13,759
597
$491K ﹤0.01%
17,663
+4,686
598
$488K ﹤0.01%
5,498
-15,588
599
$486K ﹤0.01%
2,346
+50
600
$486K ﹤0.01%
6,850
+874
22 23
24
25 26