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
101
$15.7M 0.06%
362,515
+11,868
102
$15.4M 0.05%
306,706
-7,359
103
$15.2M 0.05%
89,532
+116
104
$14.9M 0.05%
72,170
+3,536
105
$14.8M 0.05%
183,961
-3,982
106
$14.5M 0.05%
158,244
-22,135
107
$14.4M 0.05%
235,504
+4,229
108
$14.4M 0.05%
50,619
-1,163
109
$14.4M 0.05%
70,080
-739
110
$14.4M 0.05%
72,531
-1,758
111
$14M 0.05%
137,951
+683
112
$13.9M 0.05%
33,178
+693
113
$13.8M 0.05%
61,490
+30,035
114
$13.6M 0.05%
43,343
-126
115
$13.5M 0.05%
270,802
-11,109
116
$13.4M 0.05%
58,866
+1,651
117
$13.3M 0.05%
64,643
+2,228
118
$13.2M 0.05%
52,874
+2,424
119
$13.2M 0.05%
53,471
+490
120
$13.1M 0.05%
30,704
+667
121
$12.9M 0.05%
113,866
+3,030
122
$12.7M 0.04%
130,310
+6,180
123
$12.6M 0.04%
76,726
-1,347
124
$12.5M 0.04%
34,961
-557
125
$12.5M 0.04%
613,599
+24,600
3 4
5
6 7