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
726
$241K ﹤0.01%
+3,399
727
$241K ﹤0.01%
9,229
-74,128
728
$240K ﹤0.01%
+5,223
729
$238K ﹤0.01%
7,750
-48
730
$235K ﹤0.01%
+10,040
731
$234K ﹤0.01%
+9,299
732
$231K ﹤0.01%
12,302
-1,588
733
$228K ﹤0.01%
3,661
+548
734
$228K ﹤0.01%
2,906
+67
735
$228K ﹤0.01%
+6,545
736
$225K ﹤0.01%
9,822
-164
737
$223K ﹤0.01%
8,369
+794
738
$223K ﹤0.01%
+13,932
739
$220K ﹤0.01%
+4,981
740
$218K ﹤0.01%
29,468
-778
741
$216K ﹤0.01%
26,593
-26,905
742
$215K ﹤0.01%
5,090
+500
743
$214K ﹤0.01%
2,741
-6
744
$214K ﹤0.01%
6,994
-1,327
745
$214K ﹤0.01%
25,060
-7,329
746
$213K ﹤0.01%
957
-540
747
$211K ﹤0.01%
+1,182
748
$209K ﹤0.01%
862
-375
749
$207K ﹤0.01%
3,867
-152
750
$205K ﹤0.01%
7,392
+1,870
28 29
30
31 32