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
176
$4.89M 0.03%
67,773
-1,460
177
$4.83M 0.03%
144,184
+46,262
178
$4.82M 0.03%
53,577
+9,223
179
$4.8M 0.03%
251,346
+3,625
180
$4.76M 0.03%
101,475
+38,550
181
$4.75M 0.03%
57,992
+12,191
182
$4.74M 0.03%
52,760
-399
183
$4.62M 0.02%
25,415
+872
184
$4.61M 0.02%
72,019
-970
185
$4.6M 0.02%
66,559
-5,198
186
$4.56M 0.02%
113,173
-32,377
187
$4.55M 0.02%
62,124
+18,194
188
$4.53M 0.02%
158,205
-41,752
189
$4.53M 0.02%
272,068
+59,743
190
$4.48M 0.02%
79,635
+16,929
191
$4.47M 0.02%
102,181
-82,798
192
$4.47M 0.02%
62,709
+19,160
193
$4.46M 0.02%
33,484
-9,093
194
$4.46M 0.02%
95,968
+1,282
195
$4.45M 0.02%
55,162
+12,300
196
$4.45M 0.02%
115,326
+15,290
197
$4.45M 0.02%
136,365
-13,661
198
$4.39M 0.02%
31,510
+8,048
199
$4.37M 0.02%
71,902
-18,315
200
$4.33M 0.02%
29,909
+3,464
6 7
8
9 10