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
$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
1
$2.44B 12.99%
13,614,509
+1,095,914
2
$2.06B 10.94%
56,559,917
+4,036,165
3
$1.71B 9.08%
35,484,527
+5,410,289
4
$1.66B 8.83%
45,530,675
-1,090,734
5
$1.22B 6.48%
86,646,404
-4,397,206
6
$1.11B 5.91%
79,381,590
-13,521,087
7
$923M 4.91%
21,472,669
+3,664,157
8
$747M 3.97%
5,527,710
-371,989
9
$717M 3.81%
32,366,742
+2,703,531
10
$503M 2.67%
4,906,081
+12,661
11
$483M 2.57%
6,019,340
+224,889
12
$373M 1.98%
4,693,962
+59,202
13
$355M 1.89%
2,792,205
-206,522
14
$215M 1.14%
1,256,189
+65,863
15
$205M 1.09%
1,481,357
+205,446
16
$188M 1%
4,275,254
-5,423,848
17
$175M 0.93%
534,534
-3,532
18
$169M 0.9%
1,032,020
-11,239
19
$138M 0.73%
591,292
-73,158
20
$120M 0.64%
1,178,381
-58,589
21
$112M 0.6%
1,554,075
-91,843
22
$92M 0.49%
814,543
+142,057
23
$84.6M 0.45%
1,064,866
+186,337
24
$71.4M 0.38%
1,000,545
-2,228
25
$68.1M 0.36%
256,877
+62,921
1
2 3 4 5