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
726
$652K ﹤0.01%
6,536
+1,788
727
$646K ﹤0.01%
12,507
-219
728
$641K ﹤0.01%
3,576
+727
729
$637K ﹤0.01%
1,455
+69
730
$636K ﹤0.01%
11,214
-1,307
731
$633K ﹤0.01%
31,562
-7,699
732
$630K ﹤0.01%
31,410
-1,770
733
$627K ﹤0.01%
2,963
+9
734
$625K ﹤0.01%
5,708
+941
735
$623K ﹤0.01%
10,507
-122
736
$611K ﹤0.01%
3,152
-371
737
$609K ﹤0.01%
7,671
-2,671
738
$603K ﹤0.01%
2,592
-1,893
739
$602K ﹤0.01%
18,940
+11,584
740
$600K ﹤0.01%
10,129
+953
741
$592K ﹤0.01%
26,976
+8,376
742
$580K ﹤0.01%
21,797
-907
743
$579K ﹤0.01%
13,958
-1,160
744
$569K ﹤0.01%
10,464
-931
745
$567K ﹤0.01%
8,691
-858
746
$562K ﹤0.01%
20,493
+253
747
$560K ﹤0.01%
21,512
+13,084
748
$554K ﹤0.01%
1,951
-224
749
$547K ﹤0.01%
10,771
-335
750
$547K ﹤0.01%
45,313
+3,630
28 29
30
31 32