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
651
$392K ﹤0.01%
9,754
+2,580
652
$386K ﹤0.01%
4,892
+1,716
653
$385K ﹤0.01%
4,505
-534
654
$382K ﹤0.01%
7,907
-3,188
655
$380K ﹤0.01%
15,654
-3,708
656
$371K ﹤0.01%
16,400
+3,701
657
$367K ﹤0.01%
4,821
+550
658
$367K ﹤0.01%
1,402
-410
659
$366K ﹤0.01%
6,325
+2,172
660
$364K ﹤0.01%
1,849
+464
661
$363K ﹤0.01%
15,961
+6,731
662
$360K ﹤0.01%
20,229
+192
663
$359K ﹤0.01%
2,107
+320
664
$351K ﹤0.01%
2,365
-1,974
665
$346K ﹤0.01%
4,442
+1,229
666
$346K ﹤0.01%
4,517
-132
667
$345K ﹤0.01%
8,747
+821
668
$344K ﹤0.01%
9,236
+2,155
669
$341K ﹤0.01%
1,449
-755
670
$336K ﹤0.01%
9,936
-2,173
671
$335K ﹤0.01%
6,181
+2,253
672
$335K ﹤0.01%
7,018
-1,344
673
$333K ﹤0.01%
3,470
+1,166
674
$329K ﹤0.01%
2,750
-13,062
675
$329K ﹤0.01%
4,514
+1,152
25 26
27
28 29