Wealthfront Advisers

Wealthfront Advisers Portfolio holdings

AUM $44.7B
1-Year Est. Return 18.94%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.94%
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
+$270M
2
+$218M
3
+$176M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$164M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$65.7M

Top Sells

1
+$249M
2
+$210M
3
+$69M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$55.4M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$44.3M

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%
+4,380
754
$201K ﹤0.01%
+7,079
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
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761
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-4,364
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765
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– –
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– –
-11,497
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