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
101
$9.21M 0.05%
62,048
+23,044
102
$8.89M 0.05%
116,084
+30,091
103
$8.89M 0.05%
83,207
-843
104
$8.85M 0.05%
246,640
-6,119
105
$8.8M 0.05%
58,952
+12,760
106
$8.78M 0.05%
22,728
-3,065
107
$8.73M 0.05%
44,799
-7,921
108
$8.57M 0.05%
30,886
+10,854
109
$8.49M 0.05%
212,174
-503
110
$8.36M 0.04%
370,052
+23,343
111
$8.23M 0.04%
30,537
-1,556
112
$8.08M 0.04%
72,300
-2,384
113
$8M 0.04%
67,360
-18,448
114
$7.71M 0.04%
14,011
+192
115
$7.65M 0.04%
117,007
+14,692
116
$7.64M 0.04%
34,641
-1,071
117
$7.59M 0.04%
87,837
+1,867
118
$7.57M 0.04%
200,736
+2,739
119
$7.56M 0.04%
182,535
-20,986
120
$7.53M 0.04%
571,078
+68,047
121
$7.51M 0.04%
136,975
+4,921
122
$7.42M 0.04%
65,919
-2,485
123
$7.34M 0.04%
88,342
-4,825
124
$7.33M 0.04%
181,561
+20,300
125
$7.3M 0.04%
23,767
+10,498
3 4
5
6 7