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
76
$20.6M 0.07%
317,103
-8,402
77
$20.3M 0.07%
43,723
-642
78
$20.3M 0.07%
55,378
+1,273
79
$20.3M 0.07%
483,340
+42,127
80
$20.3M 0.07%
58,857
+14,006
81
$20.2M 0.07%
96,771
+17,121
82
$19.5M 0.07%
69,288
-1,103
83
$19.5M 0.07%
155,400
+819
84
$19.5M 0.07%
1,108,429
+3,683
85
$19.3M 0.07%
55,711
-1,663
86
$19.1M 0.07%
94,807
-2,363
87
$19.1M 0.07%
25,030
+519
88
$18.2M 0.06%
306,589
+22,553
89
$18M 0.06%
68,038
+6,041
90
$17.7M 0.06%
92,447
+6,107
91
$17.5M 0.06%
100,235
-278
92
$17.5M 0.06%
364,999
+34,717
93
$16.9M 0.06%
66,360
+838
94
$16.9M 0.06%
40,397
-263
95
$16.8M 0.06%
131,657
-577
96
$16.8M 0.06%
603,812
+277,125
97
$16.6M 0.06%
286,167
+10,687
98
$16.5M 0.06%
214,916
+2,147
99
$15.9M 0.06%
55,257
+1,923
100
$15.9M 0.06%
39,812
+891
2 3
4
5 6