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
$28.6B
AUM Growth
+$2.54B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
887
New
Increased
Reduced
Closed

Top Buys

1
+$179M
2
+$168M
3
+$113M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$63.7M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$52M

Top Sells

1
+$54.3M
2
+$48.9M
3
+$21.4M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$13.4M
5
TSLA icon
Tesla
TSLA
+$10.2M

Sector Composition

1 Technology 4.87%
2 Financials 2%
3 Healthcare 1.66%
4 Consumer Discretionary 1.64%
5 Communication Services 1.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$42.4M 0.15%
151,954
+102
52
$42M 0.15%
691,870
-2,470
53
$41.7M 0.15%
231,169
+14,727
54
$39.5M 0.14%
1,080,022
+147,513
55
$39M 0.14%
101,766
+1,340
56
$37.6M 0.13%
51,360
+1,544
57
$36.3M 0.13%
1,167,290
+55,758
58
$34.1M 0.12%
68,954
-7,493
59
$32.9M 0.12%
202,557
+4,148
60
$31.9M 0.11%
241,870
+4,112
61
$29.6M 0.1%
168,616
-57,772
62
$29.6M 0.1%
98,322
+2,888
63
$29.4M 0.1%
1,152,190
-148,155
64
$26.8M 0.09%
706,713
+38,650
65
$26.5M 0.09%
440,476
+16,822
66
$25.6M 0.09%
39,415
+261
67
$25.1M 0.09%
137,853
+6,615
68
$24.1M 0.08%
675,242
+20,596
69
$23.5M 0.08%
46,590
-2,318
70
$23.5M 0.08%
113,930
+1,172
71
$23.1M 0.08%
841,216
+188,018
72
$21.3M 0.07%
152,293
+2,050
73
$20.9M 0.07%
325,308
+22,255
74
$20.7M 0.07%
131,023
+9,013
75
$20.6M 0.07%
130,902
+1,007
1 2
3
4 5