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
$32.5B
AUM Growth
+$2.81B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
919
New
Increased
Reduced
Closed

Top Buys

1
+$176M
2
+$80.3M
3
+$66.4M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$65.6M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$55.4M

Top Sells

1
+$37.9M
2
+$23.2M
3
+$10.5M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$10.3M
5
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$6.65M

Sector Composition

1 Technology 5.07%
2 Financials 2.13%
3 Consumer Discretionary 1.63%
4 Healthcare 1.52%
5 Communication Services 1.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$949K ﹤0.01%
5,551
-3,260
652
$933K ﹤0.01%
45,586
-33,860
653
$914K ﹤0.01%
22,034
-2,575
654
$914K ﹤0.01%
19,518
-591
655
$910K ﹤0.01%
7,427
+70
656
$906K ﹤0.01%
28,507
+6,831
657
$905K ﹤0.01%
8,737
+258
658
$904K ﹤0.01%
+19,695
659
$904K ﹤0.01%
3,882
+464
660
$903K ﹤0.01%
39,397
-2,842
661
$901K ﹤0.01%
36,322
+1,013
662
$894K ﹤0.01%
6,042
+74
663
$889K ﹤0.01%
1,542
-338
664
$884K ﹤0.01%
6,671
-1,231
665
$883K ﹤0.01%
12,738
+5,354
666
$881K ﹤0.01%
15,419
+2,173
667
$880K ﹤0.01%
8,605
-2,182
668
$878K ﹤0.01%
8,693
+392
669
$868K ﹤0.01%
10,651
+1,268
670
$867K ﹤0.01%
38,177
-787
671
$866K ﹤0.01%
34,538
+536
672
$863K ﹤0.01%
12,911
-9,172
673
$863K ﹤0.01%
31,559
+12,211
674
$862K ﹤0.01%
+43,834
675
$851K ﹤0.01%
4,887
+4
25 26
27
28 29