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
651
$818K ﹤0.01%
28,176
-5,642
652
$814K ﹤0.01%
30,679
-2,337
653
$807K ﹤0.01%
6,496
+256
654
$800K ﹤0.01%
2,378
+98
655
$799K ﹤0.01%
10,245
+178
656
$795K ﹤0.01%
20,580
+4,790
657
$789K ﹤0.01%
8,114
+520
658
$787K ﹤0.01%
2,610
+376
659
$785K ﹤0.01%
35,729
+2,520
660
$781K ﹤0.01%
32,413
+1,502
661
$778K ﹤0.01%
16,137
+1,565
662
$777K ﹤0.01%
35,904
+5,451
663
$776K ﹤0.01%
6,415
+1,111
664
$776K ﹤0.01%
2,442
+112
665
$775K ﹤0.01%
18,112
+4,060
666
$772K ﹤0.01%
48,551
-796
667
$772K ﹤0.01%
39,395
+1,701
668
$768K ﹤0.01%
9,934
+1,252
669
$762K ﹤0.01%
3,014
-15
670
$761K ﹤0.01%
3,278
+16
671
$759K ﹤0.01%
28,999
-161
672
$757K ﹤0.01%
16,138
+1,059
673
$723K ﹤0.01%
12,270
+1,117
674
$721K ﹤0.01%
14,103
+3,165
675
$710K ﹤0.01%
9,243
+908
25 26
27
28 29