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
176
$5.61M 0.02%
24,939
-4,079
177
$5.6M 0.02%
15,575
+3,110
178
$5.58M 0.02%
60,496
+9,914
179
$5.58M 0.02%
112,878
-3,064
180
$5.43M 0.02%
55,922
+9,736
181
$5.42M 0.02%
6,407
+208
182
$5.33M 0.02%
57,160
+14,498
183
$5.31M 0.02%
21,660
+1,638
184
$5.29M 0.02%
51,576
+13,458
185
$5.25M 0.02%
72,549
+7,845
186
$5.2M 0.02%
19,667
+5,459
187
$5.18M 0.02%
28,474
+9,630
188
$5.17M 0.02%
24,794
+1,473
189
$5.13M 0.02%
14,449
+2,634
190
$5.12M 0.02%
223,730
+16,005
191
$5.06M 0.02%
140,961
+12,184
192
$5.06M 0.02%
49,254
-5,829
193
$5.05M 0.02%
+265,775
194
$4.97M 0.02%
12,786
+2,588
195
$4.95M 0.02%
109,315
+10,295
196
$4.93M 0.02%
226,073
+10,657
197
$4.92M 0.02%
55,257
+12,951
198
$4.91M 0.02%
15,302
+677
199
$4.88M 0.02%
37,695
-1,920
200
$4.83M 0.02%
74,257
+7,922
6 7
8
9 10