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
701
$281K ﹤0.01%
+7,480
702
$279K ﹤0.01%
13,857
-4,499
703
$279K ﹤0.01%
+3,667
704
$277K ﹤0.01%
7,571
-32,484
705
$276K ﹤0.01%
23,004
-5,533
706
$272K ﹤0.01%
14,260
+1,324
707
$269K ﹤0.01%
+2,618
708
$268K ﹤0.01%
1,330
+106
709
$268K ﹤0.01%
1,628
-6,622
710
$264K ﹤0.01%
3,150
+207
711
$264K ﹤0.01%
6,911
+2,110
712
$263K ﹤0.01%
3,705
-97
713
$261K ﹤0.01%
+10,804
714
$259K ﹤0.01%
10,310
-4,838
715
$259K ﹤0.01%
+5,665
716
$258K ﹤0.01%
3,034
+191
717
$255K ﹤0.01%
+3,098
718
$254K ﹤0.01%
2,836
-413
719
$253K ﹤0.01%
3,368
-2,605
720
$251K ﹤0.01%
6,015
-400
721
$249K ﹤0.01%
3,483
-145
722
$246K ﹤0.01%
589
-388
723
$245K ﹤0.01%
+3,794
724
$243K ﹤0.01%
10,156
+284
725
$243K ﹤0.01%
3,356
-4,349
27 28
29
30 31