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
626
$441K ﹤0.01%
9,958
+953
627
$434K ﹤0.01%
4,109
+684
628
$431K ﹤0.01%
+7,498
629
$429K ﹤0.01%
16,800
+1,121
630
$428K ﹤0.01%
1,297
+152
631
$427K ﹤0.01%
16,294
+3,972
632
$427K ﹤0.01%
7,324
+1,398
633
$425K ﹤0.01%
4,736
-1,150
634
$423K ﹤0.01%
6,112
+2,958
635
$423K ﹤0.01%
5,776
+1,482
636
$423K ﹤0.01%
2,249
+495
637
$421K ﹤0.01%
2,560
+736
638
$419K ﹤0.01%
22,629
-2,103
639
$419K ﹤0.01%
6,238
-2,448
640
$415K ﹤0.01%
8,401
-989
641
$415K ﹤0.01%
8,701
+3,427
642
$415K ﹤0.01%
3,700
-891
643
$415K ﹤0.01%
7,639
+1,563
644
$413K ﹤0.01%
4,987
+1,819
645
$412K ﹤0.01%
2,849
-6
646
$409K ﹤0.01%
8,975
+615
647
$409K ﹤0.01%
3,481
+169
648
$406K ﹤0.01%
6,526
+2,211
649
$403K ﹤0.01%
+3,524
650
$398K ﹤0.01%
11,906
+3,929
24 25
26
27 28