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
101
$9.85M 0.04%
91,353
+2,075
102
$9.63M 0.04%
66,351
+8,345
103
$9.61M 0.04%
82,141
+4,446
104
$9.48M 0.04%
23,831
+1,105
105
$9.42M 0.04%
111,989
+33,965
106
$9.37M 0.04%
45,301
+8,120
107
$9.34M 0.04%
38,265
+3,482
108
$9.26M 0.04%
128,750
+36,450
109
$9.06M 0.04%
83,724
+5,757
110
$9.03M 0.04%
55,205
+1,677
111
$8.99M 0.04%
128,748
+3,840
112
$8.93M 0.04%
159,043
-15,813
113
$8.81M 0.04%
103,276
+30,067
114
$8.8M 0.04%
121,885
+33,517
115
$8.69M 0.04%
183,812
+5,483
116
$8.57M 0.04%
90,186
-3,951
117
$8.56M 0.04%
33,701
+3,815
118
$8.34M 0.04%
161,853
+20,871
119
$8.25M 0.03%
120,319
-3,110
120
$8.25M 0.03%
12,651
-2,662
121
$8.24M 0.03%
396,635
+16,627
122
$8.24M 0.03%
94,661
-1,766
123
$8.07M 0.03%
269,468
+9,233
124
$7.98M 0.03%
77,390
-1,598
125
$7.98M 0.03%
135,845
+13,778
3 4
5
6 7