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
201
$4.32M 0.02%
126,274
-2,039
202
$4.3M 0.02%
26,871
+5,935
203
$4.3M 0.02%
34,792
-1,530
204
$4.28M 0.02%
14,123
+5,260
205
$4.28M 0.02%
53,191
+1,932
206
$4.27M 0.02%
12,552
+662
207
$4.24M 0.02%
15,286
+1,057
208
$4.21M 0.02%
101,121
-72,259
209
$4.18M 0.02%
96,016
+3,910
210
$4.14M 0.02%
27,733
+554
211
$4.14M 0.02%
106,717
-1,572
212
$4.13M 0.02%
10,935
-11,403
213
$4.1M 0.02%
13,989
+148
214
$4.09M 0.02%
98,100
-15,552
215
$4.08M 0.02%
42,012
+22,312
216
$4.06M 0.02%
68,361
-21,477
217
$4.05M 0.02%
124,248
-14,355
218
$4.01M 0.02%
13,143
-299
219
$3.98M 0.02%
51,016
-3,331
220
$3.96M 0.02%
34,394
+11,476
221
$3.94M 0.02%
245,797
-5,322
222
$3.93M 0.02%
114,364
-3,772
223
$3.92M 0.02%
76,528
-31,851
224
$3.9M 0.02%
66,876
-6,944
225
$3.89M 0.02%
109,408
+5,874
7 8
9
10 11