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
$32.5B
AUM Growth
+$2.81B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
919
New
Increased
Reduced
Closed

Top Buys

1
+$176M
2
+$80.3M
3
+$66.4M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$65.6M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$55.4M

Top Sells

1
+$37.9M
2
+$23.2M
3
+$10.5M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$10.3M
5
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$6.65M

Sector Composition

1 Technology 5.07%
2 Financials 2.13%
3 Consumer Discretionary 1.63%
4 Healthcare 1.52%
5 Communication Services 1.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$17.5M 0.05%
119,036
-15,848
102
$17.3M 0.05%
101,514
+3,087
103
$17.2M 0.05%
305,312
-5,038
104
$17.2M 0.05%
48,679
+4,093
105
$17.1M 0.05%
53,109
-393
106
$17M 0.05%
62,696
+3,071
107
$16.8M 0.05%
142,593
+1,956
108
$16.5M 0.05%
220,194
+915
109
$16.4M 0.05%
31,695
+1,908
110
$15.9M 0.05%
307,656
-2,074
111
$15.8M 0.05%
93,150
-2,363
112
$15.8M 0.05%
49,048
+9,898
113
$15.6M 0.05%
186,252
-8,896
114
$15.5M 0.05%
75,209
+1,756
115
$15.5M 0.05%
417,609
+12,150
116
$15.2M 0.05%
421,752
+179,710
117
$15.2M 0.05%
93,315
-4,547
118
$15.1M 0.05%
25,905
+3,935
119
$15.1M 0.05%
520,417
+65,494
120
$14.8M 0.05%
53,261
-2,200
121
$14.8M 0.05%
161,267
+1,819
122
$14.6M 0.04%
70,532
-2,677
123
$14.3M 0.04%
58,156
+5,523
124
$14.3M 0.04%
74,957
+861
125
$14.3M 0.04%
292,280
+2,577
3 4
5
6 7