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
601
$485K ﹤0.01%
18,708
+1,170
602
$483K ﹤0.01%
5,319
+2,618
603
$483K ﹤0.01%
2,669
-975
604
$482K ﹤0.01%
7,286
+606
605
$482K ﹤0.01%
10,541
-3,081
606
$481K ﹤0.01%
15,881
+4,489
607
$481K ﹤0.01%
4,414
-2,320
608
$473K ﹤0.01%
7,647
+200
609
$467K ﹤0.01%
11,212
+4,052
610
$466K ﹤0.01%
2,316
+659
611
$464K ﹤0.01%
5,701
+657
612
$463K ﹤0.01%
9,955
+1,951
613
$462K ﹤0.01%
33,263
-26,771
614
$460K ﹤0.01%
5,392
+1,644
615
$458K ﹤0.01%
14,811
-41,190
616
$456K ﹤0.01%
3,745
+58
617
$452K ﹤0.01%
5,051
-804
618
$452K ﹤0.01%
5,323
+663
619
$452K ﹤0.01%
14,641
-10,630
620
$451K ﹤0.01%
6,003
-369
621
$449K ﹤0.01%
+6,237
622
$448K ﹤0.01%
5,631
+1,432
623
$447K ﹤0.01%
+8,084
624
$443K ﹤0.01%
5,518
+412
625
$443K ﹤0.01%
38,491
+10,581
23 24
25
26 27