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
151
$5.82M 0.03%
40,461
-39,839
152
$5.81M 0.03%
26,063
-3,919
153
$5.78M 0.03%
109,116
-9,589
154
$5.74M 0.03%
62,629
+12,562
155
$5.71M 0.03%
70,769
+4,045
156
$5.64M 0.03%
63,088
-2,387
157
$5.62M 0.03%
41,304
-2,071
158
$5.56M 0.03%
64,793
-818
159
$5.47M 0.03%
50,235
+1,002
160
$5.46M 0.03%
22,751
-19
161
$5.41M 0.03%
34,962
-450
162
$5.38M 0.03%
36,010
+8,827
163
$5.34M 0.03%
26,107
+4,774
164
$5.21M 0.03%
82,154
-11,121
165
$5.16M 0.03%
64,089
-18,878
166
$5.15M 0.03%
82,969
+42,612
167
$5.13M 0.03%
24,180
-3,733
168
$5.11M 0.03%
108,400
+45,496
169
$5.06M 0.03%
205,654
-5,015
170
$5.05M 0.03%
23,612
+4,807
171
$5.02M 0.03%
98,633
-2,161
172
$5.01M 0.03%
103,711
-1,935
173
$5M 0.03%
30,934
-20,042
174
$4.99M 0.03%
24,621
+13,941
175
$4.96M 0.03%
28,988
+5,859
5 6
7
8 9