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
51
$48.1M 0.15%
678,640
-6,660
52
$47M 0.14%
53,049
+1,369
53
$44.7M 0.14%
1,187,908
+142,492
54
$43.7M 0.13%
436,142
+214,682
55
$43M 0.13%
87,038
+64
56
$42.4M 0.13%
104,607
+3,618
57
$41.2M 0.13%
149,916
-146
58
$41.1M 0.13%
70,328
+7,386
59
$39.5M 0.12%
551,393
+88,382
60
$38.9M 0.12%
236,931
+3,101
61
$37.3M 0.11%
462,495
+9,485
62
$35.6M 0.11%
1,397,751
+264,019
63
$34.6M 0.11%
199,549
+667
64
$32.8M 0.1%
889,120
+64,653
65
$30.3M 0.09%
96,261
+16,155
66
$29.6M 0.09%
745,785
-61,470
67
$29.4M 0.09%
949,094
-16,660
68
$28.1M 0.09%
73,136
+8,617
69
$27.7M 0.09%
162,517
+4,809
70
$27.5M 0.08%
139,489
+5,380
71
$26M 0.08%
229,139
-11,830
72
$25.5M 0.08%
505,310
-82,530
73
$25.4M 0.08%
92,922
+3,240
74
$25.3M 0.08%
1,149,789
+7,758
75
$25M 0.08%
507,351
+14,777
1 2
3
4 5