Wealthfront Advisers

Wealthfront Advisers Portfolio holdings

AUM $38.8B
1-Year Est. Return 14.38%
This Quarter Est. Return
1 Year Est. Return
+14.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$21.1B
AUM Growth
+$2.38B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
638
New
Increased
Reduced
Closed

Top Buys

1
+$201M
2
+$196M
3
+$172M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$126M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$108M

Top Sells

1
+$5.28M
2
+$4.29M
3
+$2.39M
4
MRK icon
Merck
MRK
+$2.03M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.91M

Sector Composition

1 Technology 2.73%
2 Financials 1.79%
3 Consumer Discretionary 1.4%
4 Communication Services 1.2%
5 Healthcare 1.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.25B 15.45%
63,161,150
+3,810,708
2
$2.5B 11.85%
11,199,814
+565,497
3
$2.41B 11.45%
44,387,662
+3,172,376
4
$1.74B 8.27%
31,496,580
+3,630,180
5
$1.44B 6.85%
73,090,324
+5,477,720
6
$1.15B 5.46%
66,125,322
+4,256,550
7
$1.01B 4.79%
15,046,606
+659,053
8
$957M 4.55%
6,184,142
+154,930
9
$682M 3.24%
27,051,504
+2,708,274
10
$622M 2.95%
3,299,199
+68,121
11
$586M 2.78%
5,759,159
+86,194
12
$540M 2.56%
4,017,158
+188,490
13
$433M 2.06%
3,852,684
+295,308
14
$340M 1.62%
6,530,367
-82,287
15
$231M 1.1%
1,026,927
+114,284
16
$150M 0.71%
553,243
+18,860
17
$138M 0.65%
349,985
-4,845
18
$137M 0.65%
1,003,438
+2,153
19
$127M 0.6%
1,673,665
-69,511
20
$125M 0.6%
2,327,392
-27,135
21
$124M 0.59%
616,025
+5,144
22
$93.9M 0.45%
545,920
+11,580
23
$82.3M 0.39%
958,423
+31,689
24
$58.5M 0.28%
168,158
+16,883
25
$51.5M 0.24%
2,572,480
+337,440
1
2 3 4 5