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
151
$6.66M 0.03%
159,669
-8,309
152
$6.63M 0.03%
14,046
+1,318
153
$6.59M 0.03%
19,032
-563
154
$6.48M 0.03%
43,634
+2,268
155
$6.46M 0.03%
13,928
+46
156
$6.42M 0.03%
62,019
-35,940
157
$6.3M 0.03%
107,623
+27,989
158
$6.21M 0.03%
16,568
+2,757
159
$6.2M 0.03%
35,647
+1,872
160
$6.18M 0.03%
27,251
+4,258
161
$6.15M 0.03%
91,253
+23,026
162
$6.12M 0.03%
65,824
+7,986
163
$6.12M 0.03%
129,125
+3,585
164
$6.12M 0.03%
104,325
-12,151
165
$6.1M 0.03%
247,351
+19,505
166
$6.06M 0.03%
30,090
-1,167
167
$6.02M 0.03%
366,486
-7,241
168
$5.98M 0.03%
12,599
+2,597
169
$5.98M 0.03%
105,479
+28,382
170
$5.9M 0.02%
103,761
+7,238
171
$5.81M 0.02%
325,795
-7,996
172
$5.8M 0.02%
34,461
+13,536
173
$5.8M 0.02%
34,758
+4,619
174
$5.79M 0.02%
95,669
+49,827
175
$5.73M 0.02%
40,104
+10,496
5 6
7
8 9