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
126
$7.96M 0.03%
37,128
+5,871
127
$7.91M 0.03%
108,975
+9,043
128
$7.8M 0.03%
87,619
+38,255
129
$7.79M 0.03%
336,650
+13,076
130
$7.76M 0.03%
37,203
+8,518
131
$7.68M 0.03%
89,964
+19,326
132
$7.6M 0.03%
56,861
+8,746
133
$7.52M 0.03%
117,525
+22,674
134
$7.47M 0.03%
119,521
+21,783
135
$7.45M 0.03%
119,525
+14,230
136
$7.39M 0.03%
280,428
-10,535
137
$7.33M 0.03%
69,858
+13,020
138
$7.22M 0.03%
83,891
+5,093
139
$7.05M 0.03%
40,576
+6,167
140
$7.01M 0.03%
160,971
+14,585
141
$6.99M 0.03%
118,785
-8,937
142
$6.95M 0.03%
92,536
+10,552
143
$6.93M 0.03%
23,695
+1,922
144
$6.89M 0.03%
27,946
+6,654
145
$6.8M 0.03%
107,746
-2,512
146
$6.79M 0.03%
14,821
+3,368
147
$6.78M 0.03%
19,770
+1,801
148
$6.72M 0.03%
75,696
+26,201
149
$6.72M 0.03%
33,513
+7,502
150
$6.67M 0.03%
100,654
+8,137
4 5
6
7 8