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
901
$78.7K ﹤0.01%
16,810
+402
902
$75.8K ﹤0.01%
39,149
+6,903
903
$70.6K ﹤0.01%
41,556
+13,836
904
$69K ﹤0.01%
+13,712
905
$37.2K ﹤0.01%
13,054
-2,765
906
$34.8K ﹤0.01%
24,485
+4,412
907
$34.6K ﹤0.01%
+13,192
908
$24.6K ﹤0.01%
28,023
+4,864
909
$19.9K ﹤0.01%
14,624
-54
910
– –
-5,653
911
– –
-22,003
912
– –
-3,705
913
– –
-3,085
914
– –
-9,546
915
– –
-3,900
916
– –
-11,101
917
– –
-11,803
918
– –
-4,705
919
– –
-137,230
33 34 35 36
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