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
$23.6B
AUM Growth
+$2.07B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
781
New
Increased
Reduced
Closed

Top Buys

1
+$297M
2
+$249M
3
+$191M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$158M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$89.9M

Top Sells

1
+$141M
2
+$91.9M
3
+$75.9M
4
VXF icon
Vanguard Extended Market ETF
VXF
+$75.1M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$45.3M

Sector Composition

1 Technology 3.6%
2 Financials 2.03%
3 Consumer Discretionary 1.6%
4 Healthcare 1.48%
5 Communication Services 1.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$305K ﹤0.01%
+3,405
677
$303K ﹤0.01%
+11,823
678
$303K ﹤0.01%
+4,831
679
$300K ﹤0.01%
8,393
+931
680
$299K ﹤0.01%
3,848
-565
681
$299K ﹤0.01%
1,389
-344
682
$298K ﹤0.01%
1,955
-2,048
683
$298K ﹤0.01%
6,914
-288
684
$297K ﹤0.01%
2,877
-8
685
$295K ﹤0.01%
+2,641
686
$294K ﹤0.01%
14,303
+734
687
$293K ﹤0.01%
1,415
+81
688
$290K ﹤0.01%
3,972
-769
689
$289K ﹤0.01%
+3,757
690
$288K ﹤0.01%
1,126
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691
$287K ﹤0.01%
23,605
+13,252
692
$286K ﹤0.01%
1,931
-1,103
693
$285K ﹤0.01%
1,119
-5
694
$282K ﹤0.01%
+6,639
695
$281K ﹤0.01%
3,568
+90
696
$277K ﹤0.01%
1,223
+186
697
$276K ﹤0.01%
+1,358
698
$272K ﹤0.01%
1,261
+172
699
$271K ﹤0.01%
+2,982
700
$271K ﹤0.01%
836
-55
26 27
28
29 30