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
126
$14.3M 0.04%
43,057
-1,987
127
$14M 0.04%
122,884
+12,329
128
$13.8M 0.04%
14,523
+1,006
129
$13.7M 0.04%
174,813
+2,133
130
$13.6M 0.04%
585,707
-65,964
131
$13.5M 0.04%
128,034
-4,518
132
$13.4M 0.04%
320,956
+12,665
133
$13.4M 0.04%
251,687
+24,600
134
$13.3M 0.04%
21,580
+346
135
$12.5M 0.04%
87,430
-414
136
$12.5M 0.04%
56,209
+447
137
$12.5M 0.04%
320,461
+16,503
138
$12.5M 0.04%
72,227
-3,684
139
$12.4M 0.04%
288,962
+25,448
140
$12.2M 0.04%
33,729
-1,110
141
$12.1M 0.04%
67,689
+219
142
$12M 0.04%
65,113
+21,380
143
$12M 0.04%
41,497
+1,102
144
$11.8M 0.04%
113,526
-5,720
145
$11.7M 0.04%
695,975
-14,027
146
$11.7M 0.04%
138,970
+29,426
147
$11.6M 0.04%
120,596
+336
148
$11.4M 0.04%
1,270,882
+852,912
149
$11.3M 0.03%
89,486
+12,783
150
$11.3M 0.03%
92,907
+7,131
4 5
6
7 8