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
151
$11.2M 0.03%
53,738
-2,295
152
$11.1M 0.03%
53,872
+4,103
153
$11M 0.03%
227,208
+17,751
154
$11M 0.03%
54,669
-435
155
$10.9M 0.03%
47,339
+619
156
$10.6M 0.03%
27,388
+121
157
$10.4M 0.03%
127,640
-7,270
158
$10.3M 0.03%
99,663
+1,921
159
$10.3M 0.03%
37,329
+64
160
$10.3M 0.03%
159,164
+30,884
161
$10.3M 0.03%
58,899
+3,565
162
$10.1M 0.03%
13,069
+307
163
$10.1M 0.03%
221,603
+26,629
164
$10.1M 0.03%
87,602
+13,009
165
$9.98M 0.03%
9,489
-97
166
$9.96M 0.03%
73,794
-409
167
$9.85M 0.03%
58,276
-785
168
$9.77M 0.03%
42,013
+8,503
169
$9.75M 0.03%
237,487
+72,382
170
$9.52M 0.03%
105,545
+6,574
171
$9.43M 0.03%
77,883
+7,196
172
$9.39M 0.03%
61,326
+25,651
173
$9.28M 0.03%
88,621
-3,122
174
$9.23M 0.03%
124,982
+15,902
175
$9.23M 0.03%
120,165
-825
5 6
7
8 9