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
851
$132K ﹤0.01%
38,487
+23,420
852
$119K ﹤0.01%
29,206
-1,608
853
$110K ﹤0.01%
36,428
+25,148
854
$106K ﹤0.01%
2,733
+10
855
$105K ﹤0.01%
19,088
+8,853
856
$103K ﹤0.01%
27,647
+6,267
857
$90.8K ﹤0.01%
+3,067
858
$90.7K ﹤0.01%
+14,436
859
$86.5K ﹤0.01%
21,047
+9,148
860
$80.9K ﹤0.01%
27,602
-3,636
861
$58.3K ﹤0.01%
+10,815
862
$56.2K ﹤0.01%
+13,113
863
$38.2K ﹤0.01%
15,480
+2,460
864
$31.3K ﹤0.01%
+14,017
865
$28.8K ﹤0.01%
757
+199
866
$28.3K ﹤0.01%
17,914
+6,174
867
– –
-11,105
868
– –
-2,937
869
– –
-29,979
870
– –
-2,742
871
– –
-9,721
872
– –
-12,388
873
– –
-30,354
874
– –
-958
875
– –
-13,364
32 33 34
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