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
$21.1B
AUM Growth
+$2.38B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
638
New
Increased
Reduced
Closed

Top Buys

1
+$201M
2
+$196M
3
+$172M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$126M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$108M

Top Sells

1
+$5.28M
2
+$4.29M
3
+$2.39M
4
MRK icon
Merck
MRK
+$2.03M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.91M

Sector Composition

1 Technology 2.73%
2 Financials 1.79%
3 Consumer Discretionary 1.4%
4 Communication Services 1.2%
5 Healthcare 1.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$12.9M 0.06%
226,436
+7,499
52
$12.9M 0.06%
53,186
+3,079
53
$12.6M 0.06%
199,056
+16,831
54
$12.5M 0.06%
54,614
+3,275
55
$12.3M 0.06%
53,384
+3,414
56
$12.2M 0.06%
217,713
+21,493
57
$12.2M 0.06%
85,270
-979
58
$12M 0.06%
103,163
-7,955
59
$11.8M 0.06%
79,305
+7,061
60
$11.6M 0.05%
+88,458
61
$11.5M 0.05%
368,863
-5,485
62
$11.5M 0.05%
102,164
+9,608
63
$11.5M 0.05%
156,727
+11,456
64
$11.1M 0.05%
22,077
+572
65
$10.8M 0.05%
153,287
+2,303
66
$10.7M 0.05%
69,180
-27
67
$10.6M 0.05%
43,282
+12,865
68
$10.4M 0.05%
47,303
+1,969
69
$10.3M 0.05%
14,235
+325
70
$10.1M 0.05%
46,128
-1,357
71
$10M 0.05%
80,530
+2,288
72
$9.91M 0.05%
339,635
+20,954
73
$9.78M 0.05%
25,762
+1,762
74
$9.75M 0.05%
93,060
+2,111
75
$9.72M 0.05%
424,362
+3,150
1 2
3
4 5