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
$28.6B
AUM Growth
+$2.54B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
887
New
Increased
Reduced
Closed

Top Buys

1
+$179M
2
+$168M
3
+$113M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$63.7M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$52M

Top Sells

1
+$54.3M
2
+$48.9M
3
+$21.4M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$13.4M
5
TSLA icon
Tesla
TSLA
+$10.2M

Sector Composition

1 Technology 4.87%
2 Financials 2%
3 Healthcare 1.66%
4 Consumer Discretionary 1.64%
5 Communication Services 1.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$6.91M 0.02%
102,732
-4,824
202
$6.86M 0.02%
47,632
-2,163
203
$6.86M 0.02%
23,147
-1,184
204
$6.82M 0.02%
24,158
+217
205
$6.82M 0.02%
21,914
+427
206
$6.82M 0.02%
119,363
+8,051
207
$6.81M 0.02%
11,909
-31
208
$6.8M 0.02%
99,323
+2,520
209
$6.79M 0.02%
44,483
-1,147
210
$6.78M 0.02%
5,505
+30
211
$6.76M 0.02%
154,898
-22,781
212
$6.73M 0.02%
136,778
+64,567
213
$6.65M 0.02%
11,964
-228
214
$6.6M 0.02%
104,349
+31,151
215
$6.54M 0.02%
44,485
+2,491
216
$6.47M 0.02%
111,300
+6,200
217
$6.46M 0.02%
463,270
+3,478
218
$6.34M 0.02%
162,490
+60,796
219
$6.33M 0.02%
45,639
-825
220
$6.32M 0.02%
90,354
+6,117
221
$6.31M 0.02%
72,355
+9,677
222
$6.3M 0.02%
52,736
-639
223
$6.29M 0.02%
87,729
-2,076
224
$6.26M 0.02%
224,612
+8,057
225
$6.21M 0.02%
209,468
+16,807
7 8
9
10 11