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
76
$12.3M 0.07%
200,132
+58,994
77
$12.2M 0.06%
144,881
+45,953
78
$12M 0.06%
171,453
+12,239
79
$11.8M 0.06%
70,709
+26,032
80
$11.6M 0.06%
170,835
+15,409
81
$11.4M 0.06%
132,782
+68,017
82
$11.2M 0.06%
38,521
+4,596
83
$11M 0.06%
116,919
+44,271
84
$11M 0.06%
132,033
-4,251
85
$10.8M 0.06%
268,295
+94,496
86
$10.6M 0.06%
106,318
-3,762
87
$10.5M 0.06%
132,925
+34,719
88
$10.3M 0.05%
90,914
-929
89
$10.2M 0.05%
58,019
-138
90
$10.2M 0.05%
267,944
-92,541
91
$10.2M 0.05%
141,526
+46,444
92
$10.2M 0.05%
106,537
+17,216
93
$10.1M 0.05%
83,804
-154
94
$10M 0.05%
34,231
+5,346
95
$9.7M 0.05%
218,490
-29,100
96
$9.67M 0.05%
42,748
+8,345
97
$9.62M 0.05%
21,174
-736
98
$9.56M 0.05%
111,464
+4,348
99
$9.46M 0.05%
26,480
+4,650
100
$9.45M 0.05%
101,592
-4,710
2 3
4
5 6