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
151
$9.37M 0.03%
9,740
+129
152
$9.35M 0.03%
124,245
-3,015
153
$9.28M 0.03%
20,396
-1,513
154
$9.22M 0.03%
144,225
+23,370
155
$9.13M 0.03%
182,384
-6,454
156
$9.09M 0.03%
157,034
+14,203
157
$9.03M 0.03%
95,946
+1,342
158
$8.99M 0.03%
50,714
+1,770
159
$8.96M 0.03%
57,261
+443
160
$8.79M 0.03%
382,037
+11,714
161
$8.77M 0.03%
186,332
+43,054
162
$8.76M 0.03%
53,761
+6,166
163
$8.74M 0.03%
120,536
+2,908
164
$8.73M 0.03%
32,550
+1,060
165
$8.44M 0.03%
39,221
-8,516
166
$8.44M 0.03%
64,833
+9,047
167
$8.4M 0.03%
60,963
-832
168
$8.39M 0.03%
93,117
+3,001
169
$8.36M 0.03%
11,974
+431
170
$8.27M 0.03%
70,115
+4,832
171
$8.24M 0.03%
28,766
+1,901
172
$8.07M 0.03%
63,087
+399
173
$8.02M 0.03%
110,869
+1,063
174
$8M 0.03%
52,266
-5,708
175
$7.93M 0.03%
22,829
-453
5 6
7
8 9