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
126
$7.22M 0.04%
53,848
+8,301
127
$7.14M 0.04%
10,369
+1,749
128
$7.1M 0.04%
61,087
+12,866
129
$7.06M 0.04%
52,326
+10,511
130
$6.99M 0.04%
22,894
-2,623
131
$6.92M 0.04%
14,706
+3,530
132
$6.91M 0.04%
450,343
-95,216
133
$6.88M 0.04%
20,595
+7,764
134
$6.83M 0.04%
403,202
+14,600
135
$6.74M 0.04%
34,151
+4,240
136
$6.71M 0.04%
256,813
-2,903
137
$6.69M 0.04%
81,765
-33,684
138
$6.63M 0.04%
71,759
+24,689
139
$6.62M 0.04%
48,195
+20,612
140
$6.58M 0.04%
23,893
-11,191
141
$6.54M 0.03%
91,494
+1,264
142
$6.45M 0.03%
62,879
-30,152
143
$6.42M 0.03%
50,040
-7,558
144
$6.42M 0.03%
39,140
+2,199
145
$6.42M 0.03%
218,955
-51,478
146
$6.31M 0.03%
189,215
+43,307
147
$6.31M 0.03%
34,921
+3,417
148
$6.22M 0.03%
87,523
-1,692
149
$6.2M 0.03%
28,650
+359
150
$6.17M 0.03%
101,011
-36,745
4 5
6
7 8