Wealthfront Advisers

Wealthfront Advisers Portfolio holdings

AUM $42.6B
1-Year Est. Return 14.98%
This Quarter Est. Return
1 Year Est. Return
+14.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$11B
AUM Growth
-$2.47B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
506
New
Increased
Reduced
Closed

Top Buys

1
+$563M
2
+$321M
3
+$81M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$79.6M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$39.1M

Top Sells

1
+$412M
2
+$267M
3
+$158M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$102M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$69.5M

Sector Composition

1 Technology 2.22%
2 Financials 1.36%
3 Healthcare 1.13%
4 Consumer Discretionary 1.02%
5 Communication Services 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.24M 0.01%
73,078
+36,872
227
$1.24M 0.01%
16,468
+776
228
$1.23M 0.01%
17,432
+448
229
$1.22M 0.01%
8,757
+1,020
230
$1.22M 0.01%
259,600
+148,327
231
$1.21M 0.01%
9,545
+6,128
232
$1.21M 0.01%
12,663
-4,400
233
$1.21M 0.01%
32,230
+22,947
234
$1.2M 0.01%
13,476
+10,789
235
$1.2M 0.01%
5,298
-1,195
236
$1.2M 0.01%
42,433
+13,182
237
$1.2M 0.01%
14,673
+1,991
238
$1.2M 0.01%
3,806
-301
239
$1.2M 0.01%
7,239
-1,908
240
$1.19M 0.01%
7,639
+106
241
$1.19M 0.01%
27,816
+7,475
242
$1.19M 0.01%
14,634
-1,901
243
$1.17M 0.01%
39,864
+22,670
244
$1.17M 0.01%
94,747
+35,793
245
$1.17M 0.01%
354,465
+254,878
246
$1.16M 0.01%
40,547
-141,140
247
$1.16M 0.01%
224,366
+45,162
248
$1.16M 0.01%
51,890
+28,460
249
$1.16M 0.01%
34,013
+18,872
250
$1.16M 0.01%
16,041
+3,591
8 9
10
11 12