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
$28.6B
AUM Growth
+$2.54B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
887
New
Increased
Reduced
Closed

Top Buys

1
+$179M
2
+$168M
3
+$113M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$63.7M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$52M

Top Sells

1
+$54.3M
2
+$48.9M
3
+$21.4M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$13.4M
5
TSLA icon
Tesla
TSLA
+$10.2M

Sector Composition

1 Technology 4.87%
2 Financials 2%
3 Healthcare 1.66%
4 Consumer Discretionary 1.64%
5 Communication Services 1.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$1.08M ﹤0.01%
34,031
-20,013
602
$1.07M ﹤0.01%
703
+334
603
$1.06M ﹤0.01%
5,618
-1,614
604
$1.06M ﹤0.01%
17,810
-4,341
605
$1.05M ﹤0.01%
9,714
-1,096
606
$1.05M ﹤0.01%
12,199
-749
607
$1.04M ﹤0.01%
38,712
+20,835
608
$1.04M ﹤0.01%
4,655
+12
609
$1.04M ﹤0.01%
27,566
+1,483
610
$1.03M ﹤0.01%
33,821
-33,185
611
$1.02M ﹤0.01%
20,798
-584
612
$1.02M ﹤0.01%
28,196
+10,739
613
$1.02M ﹤0.01%
18,536
-1,534
614
$1.01M ﹤0.01%
21,828
+524
615
$1.01M ﹤0.01%
16,073
+1,004
616
$1.01M ﹤0.01%
8,042
+900
617
$997K ﹤0.01%
26,111
+716
618
$984K ﹤0.01%
12,811
+1,156
619
$983K ﹤0.01%
17,078
+4,358
620
$978K ﹤0.01%
2,840
+16
621
$976K ﹤0.01%
2,149
-62
622
$975K ﹤0.01%
7,077
-239
623
$970K ﹤0.01%
7,630
+755
624
$966K ﹤0.01%
13,026
+232
625
$963K ﹤0.01%
7,345
+58
23 24
25
26 27