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
676
$329K ﹤0.01%
1,976
-742
677
$320K ﹤0.01%
10,474
-6,661
678
$320K ﹤0.01%
1,186
-129
679
$319K ﹤0.01%
6,130
-48
680
$316K ﹤0.01%
15,050
+915
681
$316K ﹤0.01%
11,388
-199
682
$315K ﹤0.01%
4,324
-71
683
$314K ﹤0.01%
32,005
-3,916
684
$312K ﹤0.01%
+12,941
685
$309K ﹤0.01%
861
-39
686
$308K ﹤0.01%
13,372
-2,224
687
$299K ﹤0.01%
5,980
+1,328
688
$299K ﹤0.01%
9,146
+1,851
689
$297K ﹤0.01%
+3,261
690
$296K ﹤0.01%
2,348
-120
691
$294K ﹤0.01%
3,659
+20
692
$292K ﹤0.01%
709
-12
693
$291K ﹤0.01%
1,038
-14
694
$289K ﹤0.01%
5,240
-1,407
695
$288K ﹤0.01%
11,622
+3,340
696
$286K ﹤0.01%
+7,552
697
$285K ﹤0.01%
2,282
-26
698
$284K ﹤0.01%
2,017
+176
699
$284K ﹤0.01%
+4,343
700
$282K ﹤0.01%
9,699
+723
26 27
28
29 30