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
$21.6B
AUM Growth
+$525M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
717
New
Increased
Reduced
Closed

Top Buys

1
+$221M
2
+$188M
3
+$93M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$80.7M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$66.7M

Top Sells

1
+$208M
2
+$31M
3
+$17.6M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$9.94M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$8.07M

Sector Composition

1 Technology 3.04%
2 Financials 2.01%
3 Consumer Discretionary 1.47%
4 Healthcare 1.35%
5 Communication Services 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3.36M 0.02%
48,072
+1,992
227
$3.35M 0.02%
132,309
+21,617
228
$3.34M 0.02%
15,747
-552
229
$3.31M 0.02%
5,116
+1,051
230
$3.3M 0.02%
41,074
+15,335
231
$3.3M 0.02%
92,330
-1,792
232
$3.27M 0.02%
195,505
+13,085
233
$3.25M 0.02%
20,622
+2,701
234
$3.23M 0.02%
+102,913
235
$3.22M 0.01%
11,284
+2,744
236
$3.2M 0.01%
60,500
+5,934
237
$3.2M 0.01%
54,705
+12,325
238
$3.17M 0.01%
122,260
+15,894
239
$3.16M 0.01%
126,152
-22,705
240
$3.16M 0.01%
86,850
-100
241
$3.15M 0.01%
38,118
+1,374
242
$3.14M 0.01%
18,844
+9,137
243
$3.13M 0.01%
26,833
+882
244
$3.12M 0.01%
55,662
+16,578
245
$3.1M 0.01%
44,146
+21,095
246
$3.1M 0.01%
10,337
+362
247
$3.03M 0.01%
38,829
+6,195
248
$3.03M 0.01%
122,437
-7,701
249
$3.03M 0.01%
42,662
+13,985
250
$3.02M 0.01%
4,545
+884
8 9
10
11 12