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
$32.5B
AUM Growth
+$2.81B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
919
New
Increased
Reduced
Closed

Top Buys

1
+$176M
2
+$80.3M
3
+$66.4M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$65.6M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$55.4M

Top Sells

1
+$37.9M
2
+$23.2M
3
+$10.5M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$10.3M
5
SJNK icon
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$6.65M

Sector Composition

1 Technology 5.07%
2 Financials 2.13%
3 Consumer Discretionary 1.63%
4 Healthcare 1.52%
5 Communication Services 1.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.29B 13.19%
15,151,563
+195,549
2
$2.92B 8.97%
55,237,104
+1,242,720
3
$2.18B 6.69%
37,914,408
+861,885
4
$2.08B 6.4%
101,250,614
+1,353,888
5
$2.02B 6.2%
42,150,169
+1,386,641
6
$1.61B 4.96%
31,548,822
+1,571,716
7
$1.37B 4.21%
61,800,966
-1,710,972
8
$1.35B 4.15%
6,823,204
+82,945
9
$1.06B 3.25%
9,740,431
+439,163
10
$1.05B 3.22%
8,330,478
+1,404,862
11
$790M 2.43%
8,106,667
-238,325
12
$707M 2.17%
6,253,899
+149,884
13
$639M 1.96%
10,191,238
+700,344
14
$594M 1.83%
3,262,802
+81,363
15
$545M 1.67%
5,819,616
+139,836
16
$463M 1.42%
3,812,975
+25,827
17
$409M 1.26%
14,521,470
-366,132
18
$353M 1.08%
1,486,797
+107,333
19
$338M 1.04%
641,105
+37,899
20
$288M 0.89%
1,236,533
+17,971
21
$276M 0.85%
640,324
-8,563
22
$223M 0.69%
1,767,233
+69,329
23
$218M 0.67%
829,768
-39,814
24
$170M 0.52%
914,670
+22,328
25
$159M 0.49%
277,961
+678
1
2 3 4 5