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
$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
1
$3.96B 13.84%
15,218,820
+647,937
2
$2.76B 9.67%
55,106,704
+1,036,591
3
$1.85B 6.48%
35,902,555
+2,190,747
4
$1.78B 6.24%
91,468,126
+1,787,110
5
$1.73B 6.06%
41,447,526
+602,482
6
$1.44B 5.02%
28,367,266
+3,543,291
7
$1.34B 4.68%
65,695,863
-2,669,094
8
$1.27B 4.44%
6,943,479
+348,752
9
$985M 3.45%
9,155,012
-454,430
10
$687M 2.4%
7,941,598
+271,179
11
$648M 2.27%
5,953,739
+315,348
12
$590M 2.07%
5,119,108
+393,758
13
$571M 2%
3,255,806
+150,174
14
$498M 1.74%
5,555,082
+204,115
15
$436M 1.53%
7,508,367
+138,714
16
$413M 1.44%
15,349,779
-498,801
17
$330M 1.16%
3,656,850
+111,870
18
$299M 1.04%
1,305,874
+79,671
19
$275M 0.96%
653,318
+20,157
20
$267M 0.93%
555,170
+48,616
21
$205M 0.72%
855,397
-22,120
22
$202M 0.71%
1,175,125
-45,365
23
$192M 0.67%
1,671,008
+131,464
24
$160M 0.56%
886,220
+22,380
25
$136M 0.48%
280,561
+3,827
1
2 3 4 5