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
126
$12.4M 0.04%
100,969
+8,784
127
$12.3M 0.04%
21,196
+1,374
128
$12.3M 0.04%
163,167
-4,152
129
$12.2M 0.04%
71,735
-1,303
130
$12.2M 0.04%
167,127
-16,335
131
$12M 0.04%
218,388
-7,017
132
$11.9M 0.04%
55,894
+2,953
133
$11.4M 0.04%
55,398
-258
134
$11.4M 0.04%
258,069
+53,190
135
$11.1M 0.04%
121,138
-12,058
136
$11M 0.04%
62,980
-3,631
137
$10.9M 0.04%
119,491
-8,145
138
$10.8M 0.04%
89,565
-1,187
139
$10.7M 0.04%
55,605
-5,392
140
$10.7M 0.04%
184,130
-4,366
141
$10.7M 0.04%
55,673
+669
142
$10.7M 0.04%
12,783
+652
143
$10.1M 0.04%
39,075
+315
144
$9.98M 0.03%
95,713
-1,595
145
$9.9M 0.03%
141,452
-905
146
$9.69M 0.03%
342,061
+23,091
147
$9.61M 0.03%
77,555
+380
148
$9.58M 0.03%
18,264
+3,726
149
$9.54M 0.03%
9,380
-139
150
$9.45M 0.03%
37,828
+635
4 5
6
7 8