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
676
$708K ﹤0.01%
5,378
-493
677
$705K ﹤0.01%
10,180
+464
678
$701K ﹤0.01%
11,969
+5,416
679
$696K ﹤0.01%
7,954
+141
680
$693K ﹤0.01%
14,606
+1,811
681
$689K ﹤0.01%
13,618
-670
682
$688K ﹤0.01%
18,822
+505
683
$686K ﹤0.01%
2,961
+394
684
$681K ﹤0.01%
11,132
-11,169
685
$675K ﹤0.01%
1,589
+9
686
$674K ﹤0.01%
5,671
-226
687
$669K ﹤0.01%
29,519
+12,656
688
$663K ﹤0.01%
5,352
+98
689
$660K ﹤0.01%
5,969
+362
690
$660K ﹤0.01%
1,255
+29
691
$659K ﹤0.01%
11,058
+1,080
692
$658K ﹤0.01%
4,982
+693
693
$647K ﹤0.01%
18,171
-296
694
$644K ﹤0.01%
4,882
+70
695
$638K ﹤0.01%
10,010
+1,469
696
$632K ﹤0.01%
6,092
+378
697
$624K ﹤0.01%
4,736
+1,376
698
$618K ﹤0.01%
37,155
+5,609
699
$613K ﹤0.01%
13,430
-393
700
$612K ﹤0.01%
2,995
+41
26 27
28
29 30