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
601
$491K ﹤0.01%
+5,124
602
$478K ﹤0.01%
6,145
-4,140
603
$477K ﹤0.01%
5,101
-9,686
604
$476K ﹤0.01%
11,337
+4,833
605
$473K ﹤0.01%
+3,101
606
$468K ﹤0.01%
8,627
+1,995
607
$464K ﹤0.01%
+11,728
608
$461K ﹤0.01%
10,422
+2,587
609
$461K ﹤0.01%
7,685
+2,039
610
$460K ﹤0.01%
2,765
+1,245
611
$456K ﹤0.01%
4,954
+41
612
$455K ﹤0.01%
11,051
-1,604
613
$452K ﹤0.01%
+2,152
614
$451K ﹤0.01%
+20,963
615
$445K ﹤0.01%
1,026
+282
616
$445K ﹤0.01%
1,897
+156
617
$439K ﹤0.01%
6,923
-721
618
$434K ﹤0.01%
2,584
+536
619
$431K ﹤0.01%
2,893
-1,746
620
$430K ﹤0.01%
1,757
+214
621
$430K ﹤0.01%
4,523
+1,692
622
$423K ﹤0.01%
+18,585
623
$420K ﹤0.01%
6,819
+2,422
624
$418K ﹤0.01%
+15,697
625
$416K ﹤0.01%
8,853
-51,833
23 24
25
26 27