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
$23.6B
AUM Growth
+$2.07B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
781
New
Increased
Reduced
Closed

Top Buys

1
+$297M
2
+$249M
3
+$191M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$158M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$89.9M

Top Sells

1
+$141M
2
+$91.9M
3
+$75.9M
4
VXF icon
Vanguard Extended Market ETF
VXF
+$75.1M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$45.3M

Sector Composition

1 Technology 3.6%
2 Financials 2.03%
3 Consumer Discretionary 1.6%
4 Healthcare 1.48%
5 Communication Services 1.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$13.6M 0.06%
214,086
+36,101
77
$13.2M 0.06%
51,827
-3,800
78
$13M 0.05%
51,429
+10,050
79
$12.8M 0.05%
413,801
+310,888
80
$12.7M 0.05%
129,542
+5,717
81
$12.5M 0.05%
19,423
+3,287
82
$12.4M 0.05%
77,685
+4,309
83
$12.4M 0.05%
383,172
+309,340
84
$12.2M 0.05%
77,670
+17,926
85
$12.2M 0.05%
205,376
+12,660
86
$12.2M 0.05%
31,785
+2,456
87
$12.1M 0.05%
127,946
-16,189
88
$11.9M 0.05%
642,809
+123,385
89
$11.9M 0.05%
411,000
+7,079
90
$11.8M 0.05%
51,087
-2,059
91
$11.8M 0.05%
12,884
+1,051
92
$11.3M 0.05%
186,015
+83,380
93
$11M 0.05%
16,972
+1,072
94
$10.9M 0.05%
52,140
+835
95
$10.4M 0.04%
207,534
-39,204
96
$10.3M 0.04%
117,745
-4,075
97
$10.3M 0.04%
133,826
-7,716
98
$9.94M 0.04%
36,545
+14,257
99
$9.91M 0.04%
164,170
-7,281
100
$9.9M 0.04%
642,257
+9,911
2 3
4
5 6