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
626
$943K ﹤0.01%
7,528
+1,385
627
$933K ﹤0.01%
+64,105
628
$922K ﹤0.01%
5,464
+2,611
629
$922K ﹤0.01%
8,779
+1,420
630
$920K ﹤0.01%
3,772
-111
631
$917K ﹤0.01%
12,144
-287
632
$915K ﹤0.01%
11,852
+3,161
633
$913K ﹤0.01%
10,856
-984
634
$896K ﹤0.01%
3,075
-77
635
$895K ﹤0.01%
8,128
+540
636
$893K ﹤0.01%
4,122
-2,586
637
$889K ﹤0.01%
30,953
+17,691
638
$881K ﹤0.01%
3,597
+417
639
$878K ﹤0.01%
13,368
-2,215
640
$876K ﹤0.01%
6,819
-48
641
$874K ﹤0.01%
20,439
+2,613
642
$868K ﹤0.01%
7,492
-33
643
$865K ﹤0.01%
13,357
+4,830
644
$861K ﹤0.01%
34,631
-368
645
$859K ﹤0.01%
21,650
+2,254
646
$848K ﹤0.01%
22,118
+2,054
647
$847K ﹤0.01%
24,413
-7,429
648
$831K ﹤0.01%
12,720
+292
649
$826K ﹤0.01%
6,426
+460
650
$826K ﹤0.01%
22,660
+3,585
24 25
26
27 28