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
51
$20.7M 0.11%
925,834
+122,145
52
$20.3M 0.11%
464,088
-145,890
53
$20.3M 0.11%
235,530
-6,095
54
$18.4M 0.1%
103,576
-22,996
55
$18.3M 0.1%
64,462
+1,078
56
$18.3M 0.1%
79,379
+3,469
57
$18.2M 0.1%
420,006
+14,124
58
$18.1M 0.1%
35,723
+1,522
59
$17.6M 0.09%
581,573
+15,367
60
$17.5M 0.09%
128,771
-5,192
61
$17.2M 0.09%
242,317
+5,276
62
$17.1M 0.09%
110,613
+39,375
63
$17M 0.09%
65,970
-2,069
64
$17M 0.09%
224,168
-3,768
65
$16.3M 0.09%
221,783
+6,248
66
$16.1M 0.09%
166,653
+31,826
67
$15.5M 0.08%
82,561
+15,395
68
$15.4M 0.08%
275,325
-10,116
69
$14.7M 0.08%
143,165
-231
70
$14.5M 0.08%
558,566
-662,068
71
$14M 0.07%
747,095
+142,034
72
$13.7M 0.07%
51,442
+8,556
73
$13.6M 0.07%
575,530
+251,880
74
$13.4M 0.07%
34,488
+6,408
75
$12.8M 0.07%
56,871
+10,768
1 2
3
4 5