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
201
$4.79M 0.02%
91,821
+56
202
$4.77M 0.02%
24,639
+3,104
203
$4.68M 0.02%
33,597
+2,656
204
$4.67M 0.02%
59,380
+8,247
205
$4.64M 0.02%
18,809
+2,366
206
$4.57M 0.02%
40,067
+9,965
207
$4.53M 0.02%
33,097
+7,840
208
$4.52M 0.02%
77,852
+10,172
209
$4.5M 0.02%
69,276
-1,065
210
$4.45M 0.02%
16,622
+3,186
211
$4.42M 0.02%
13,749
+4,380
212
$4.4M 0.02%
24,892
+6,836
213
$4.4M 0.02%
51,263
+10,189
214
$4.39M 0.02%
37,325
+9,011
215
$4.33M 0.02%
82,654
-10,038
216
$4.33M 0.02%
11,076
+3,525
217
$4.32M 0.02%
58,397
+19,568
218
$4.25M 0.02%
31,115
+6,009
219
$4.23M 0.02%
37,458
-5,351
220
$4.22M 0.02%
24,226
+3,752
221
$4.22M 0.02%
209,866
+23,393
222
$4.18M 0.02%
16,017
+6,334
223
$4.17M 0.02%
67,885
+12,223
224
$4.17M 0.02%
60,805
+22,923
225
$4.14M 0.02%
24,198
+3,515
7 8
9
10 11