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
626
$413K ﹤0.01%
+9,841
627
$409K ﹤0.01%
1,828
+156
628
$408K ﹤0.01%
2,038
+800
629
$404K ﹤0.01%
15,664
+1,710
630
$401K ﹤0.01%
12,178
+3,627
631
$401K ﹤0.01%
+3,736
632
$400K ﹤0.01%
1,666
+357
633
$399K ﹤0.01%
+14,477
634
$395K ﹤0.01%
11,561
-416
635
$388K ﹤0.01%
+12,692
636
$387K ﹤0.01%
+4,290
637
$386K ﹤0.01%
+7,182
638
$381K ﹤0.01%
2,920
+179
639
$377K ﹤0.01%
4,926
-12,830
640
$372K ﹤0.01%
15,774
-14,364
641
$370K ﹤0.01%
10,744
+3,504
642
$367K ﹤0.01%
+1,252
643
$366K ﹤0.01%
5,173
+599
644
$365K ﹤0.01%
+3,523
645
$363K ﹤0.01%
5,419
+162
646
$362K ﹤0.01%
+3,519
647
$360K ﹤0.01%
1,899
-340
648
$357K ﹤0.01%
+5,954
649
$351K ﹤0.01%
1,540
-3,574
650
$347K ﹤0.01%
6,397
+2,042
24 25
26
27 28