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
726
$538K ﹤0.01%
10,762
-242
727
$536K ﹤0.01%
17,740
+2,622
728
$514K ﹤0.01%
14,808
-40,900
729
$513K ﹤0.01%
2,577
+176
730
$510K ﹤0.01%
22,112
-2,345
731
$498K ﹤0.01%
2,214
+381
732
$497K ﹤0.01%
9,503
+3,521
733
$496K ﹤0.01%
2,193
+90
734
$495K ﹤0.01%
5,919
-876
735
$478K ﹤0.01%
7,093
+629
736
$475K ﹤0.01%
6,857
+300
737
$464K ﹤0.01%
18,783
+7,271
738
$462K ﹤0.01%
5,195
+197
739
$461K ﹤0.01%
25,684
-1,259
740
$460K ﹤0.01%
20,523
+1,719
741
$455K ﹤0.01%
16,443
+1,671
742
$454K ﹤0.01%
3,829
+1,007
743
$453K ﹤0.01%
12,727
+2,048
744
$449K ﹤0.01%
12,108
+229
745
$449K ﹤0.01%
6,845
+534
746
$436K ﹤0.01%
6,491
+2,221
747
$432K ﹤0.01%
2,754
-12
748
$429K ﹤0.01%
3,842
+1,408
749
$428K ﹤0.01%
4,522
-638
750
$428K ﹤0.01%
10,155
+768
28 29
30
31 32