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
701
$762K ﹤0.01%
6,100
-85
702
$752K ﹤0.01%
7,342
+2,830
703
$748K ﹤0.01%
3,486
-129
704
$747K ﹤0.01%
26,025
+3,657
705
$746K ﹤0.01%
14,694
-765
706
$744K ﹤0.01%
5,366
+21
707
$743K ﹤0.01%
26,578
-5,301
708
$738K ﹤0.01%
7,659
+647
709
$737K ﹤0.01%
3,512
+1,018
710
$734K ﹤0.01%
19,561
-2,599
711
$732K ﹤0.01%
14,880
+5,562
712
$729K ﹤0.01%
+27,889
713
$726K ﹤0.01%
3,824
-125
714
$706K ﹤0.01%
13,615
-183
715
$696K ﹤0.01%
7,350
+3,973
716
$694K ﹤0.01%
13,796
+2,293
717
$684K ﹤0.01%
6,355
+210
718
$679K ﹤0.01%
10,132
-525
719
$670K ﹤0.01%
+3,033
720
$670K ﹤0.01%
68,853
+24,762
721
$661K ﹤0.01%
5,823
+56
722
$661K ﹤0.01%
18,746
-1,582
723
$661K ﹤0.01%
13,577
+101
724
$658K ﹤0.01%
16,790
+21
725
$655K ﹤0.01%
1,682
+62
27 28
29
30 31