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
$18.7B
AUM Growth
+$2.05B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
556
New
Increased
Reduced
Closed

Top Buys

1
+$249M
2
+$245M
3
+$176M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$115M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$115M

Top Sells

1
+$28.9M
2
+$19.3M
3
+$11.5M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$5M
5
VDE icon
Vanguard Energy ETF
VDE
+$3.97M

Sector Composition

1 Technology 2.53%
2 Financials 1.74%
3 Consumer Discretionary 1.38%
4 Healthcare 1.13%
5 Communication Services 1.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.38M 0.01%
63,402
+6,439
227
$2.38M 0.01%
8,575
-194
228
$2.36M 0.01%
30,754
+4,071
229
$2.35M 0.01%
38,323
+4,051
230
$2.32M 0.01%
13,141
+4,853
231
$2.32M 0.01%
19,270
+446
232
$2.31M 0.01%
26,128
+1,122
233
$2.3M 0.01%
35,307
+2,530
234
$2.29M 0.01%
96,707
+8,374
235
$2.28M 0.01%
24,344
-599
236
$2.27M 0.01%
84,758
+4,974
237
$2.27M 0.01%
21,051
+6,041
238
$2.25M 0.01%
23,560
+1,330
239
$2.25M 0.01%
6,253
+1,004
240
$2.24M 0.01%
8,353
+656
241
$2.23M 0.01%
9,038
+1,820
242
$2.18M 0.01%
38,849
+3,013
243
$2.17M 0.01%
8,841
+294
244
$2.17M 0.01%
18,236
+2,648
245
$2.16M 0.01%
17,217
+122
246
$2.15M 0.01%
31,748
+2,198
247
$2.13M 0.01%
10,451
+1,577
248
$2.13M 0.01%
24,620
-1,439
249
$2.12M 0.01%
16,569
+1,734
250
$2.11M 0.01%
52,585
-1,356
8 9
10
11 12