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
$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
1
$2.96B 12.51%
12,251,507
+56,407
2
$2.92B 12.36%
57,237,799
-1,799,785
3
$2.1B 8.89%
42,500,202
-1,534,802
4
$1.66B 7.02%
85,367,732
+8,108,052
5
$1.64B 6.94%
87,135,612
+10,129,464
6
$1.58B 6.67%
28,739,198
-2,575,947
7
$1.29B 5.45%
21,515,123
+4,962,514
8
$982M 4.15%
5,718,085
-264,019
9
$891M 3.77%
33,086,478
+3,337,836
10
$672M 2.84%
5,795,850
-66,155
11
$641M 2.71%
12,395,847
+4,821,492
12
$611M 2.58%
4,612,643
+320,828
13
$562M 2.38%
3,074,584
-410,749
14
$466M 1.97%
4,271,329
+298,344
15
$273M 1.15%
1,207,583
+119,243
16
$210M 0.89%
1,182,365
+103,278
17
$208M 0.88%
619,675
+27,482
18
$201M 0.85%
907,289
+232,469
19
$161M 0.68%
369,355
+24,762
20
$119M 0.5%
1,529,401
-50,951
21
$114M 0.48%
2,045,403
-127,138
22
$98.5M 0.42%
590,560
+21,000
23
$84.6M 0.36%
998,114
-29,667
24
$81.3M 0.34%
2,765,790
+79,530
25
$58.7M 0.25%
405,140
+12,120
1
2 3 4 5