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
601
$1.28M ﹤0.01%
60,963
-20,826
602
$1.28M ﹤0.01%
6,366
+97
603
$1.27M ﹤0.01%
9,625
+1,398
604
$1.26M ﹤0.01%
16,227
+1,468
605
$1.25M ﹤0.01%
9,208
+1,609
606
$1.25M ﹤0.01%
19,634
-316
607
$1.24M ﹤0.01%
16,017
-408
608
$1.23M ﹤0.01%
9,491
+4,438
609
$1.22M ﹤0.01%
16,246
-28,140
610
$1.2M ﹤0.01%
8,888
+1,804
611
$1.19M ﹤0.01%
33,198
-2,271
612
$1.19M ﹤0.01%
16,313
+750
613
$1.19M ﹤0.01%
791
-25
614
$1.17M ﹤0.01%
9,795
+818
615
$1.16M ﹤0.01%
21,811
+7,741
616
$1.15M ﹤0.01%
14,409
-534
617
$1.15M ﹤0.01%
12,088
+461
618
$1.15M ﹤0.01%
4,764
+1,484
619
$1.15M ﹤0.01%
13,515
+2,590
620
$1.14M ﹤0.01%
54,115
-1,285
621
$1.14M ﹤0.01%
19,755
-3,543
622
$1.13M ﹤0.01%
19,517
+2,550
623
$1.13M ﹤0.01%
11,178
-224
624
$1.12M ﹤0.01%
8,274
+1,187
625
$1.12M ﹤0.01%
23,618
+420
23 24
25
26 27