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
$23.6B
AUM Growth
+$2.07B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
781
New
Increased
Reduced
Closed

Top Buys

1
+$297M
2
+$249M
3
+$191M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$158M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$89.9M

Top Sells

1
+$141M
2
+$91.9M
3
+$75.9M
4
VXF icon
Vanguard Extended Market ETF
VXF
+$75.1M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$45.3M

Sector Composition

1 Technology 3.6%
2 Financials 2.03%
3 Consumer Discretionary 1.6%
4 Healthcare 1.48%
5 Communication Services 1.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$19.9M 0.08%
141,362
+21,778
52
$19.8M 0.08%
68,029
+6,168
53
$19.5M 0.08%
209,875
-30,594
54
$19.3M 0.08%
289,450
+98,390
55
$18.9M 0.08%
68,509
+8,217
56
$18.5M 0.08%
302,873
+66,169
57
$18.5M 0.08%
198,323
+17,783
58
$18.2M 0.08%
117,539
+15,798
59
$17.9M 0.08%
154,153
-2,605
60
$17.9M 0.08%
102,872
+15,182
61
$17.3M 0.07%
393,751
+15,669
62
$17.3M 0.07%
128,015
+10,538
63
$17M 0.07%
63,415
+3,636
64
$15.9M 0.07%
61,568
+6,140
65
$15.8M 0.07%
134,438
+23,995
66
$15.5M 0.07%
93,075
+23,128
67
$15.5M 0.07%
84,555
+5,334
68
$15.5M 0.07%
566,535
+309,447
69
$15.1M 0.06%
105,136
+23,101
70
$14.6M 0.06%
77,437
-2,588
71
$14.5M 0.06%
279,162
+26,180
72
$14.4M 0.06%
299,493
+16,242
73
$14.3M 0.06%
163,537
-22,286
74
$14M 0.06%
292,422
+61,306
75
$14M 0.06%
530,136
+23,344
1 2
3
4 5