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
751
$204K ﹤0.01%
10,337
-8,731
752
$204K ﹤0.01%
13,526
+1,458
753
$201K ﹤0.01%
+7,079
754
$201K ﹤0.01%
+4,380
755
$200K ﹤0.01%
+4,142
756
$156K ﹤0.01%
17,523
-46,620
757
$122K ﹤0.01%
17,324
-3,079
758
$86K ﹤0.01%
20,170
+2,930
759
$53K ﹤0.01%
423
-416
760
– –
-4,077
761
– –
-3,187
762
– –
-7,895
763
– –
-12,720
764
– –
-1,737
765
– –
-5,040
766
– –
-16,845
767
– –
-8,388
768
– –
-6,771
769
– –
-879
770
– –
-2,761
771
– –
-16,597
772
– –
-7,266
773
– –
-5,296
774
– –
-4,397
775
– –
-10,221
28 29 30
31
32