Wealthfront Advisers

Wealthfront Advisers Portfolio holdings

AUM $44.7B
1-Year Est. Return 18.94%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$38.8B
AUM Growth
+$1.58B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
987
New
Increased
Reduced
Closed

Top Buys

1
+$344M
2
+$288M
3
+$162M
4
PWZ icon
Invesco California AMT-Free Municipal Bond ETF
PWZ
+$117M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$102M

Top Sells

1
+$219M
2
+$204M
3
+$137M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$97.9M
5
FLRN icon
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$71.4M

Sector Composition

1 Technology 5.82%
2 Financials 2.61%
3 Communication Services 1.87%
4 Consumer Discretionary 1.84%
5 Healthcare 1.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$9.68M 0.02%
29,267
+6,434
227
$9.64M 0.02%
100,285
+9,714
228
$9.6M 0.02%
38,829
+1,859
229
$9.47M 0.02%
1,636
+245
230
$9.42M 0.02%
61,290
+5,590
231
$9.38M 0.02%
13,433
+1,097
232
$9.35M 0.02%
105,965
+13,794
233
$9.29M 0.02%
8,932
+191
234
$9.28M 0.02%
55,245
+1,226
235
$9.24M 0.02%
30,826
+1,456
236
$9.19M 0.02%
440,364
-125,583
237
$9.12M 0.02%
114,710
-20,729
238
$9.06M 0.02%
22,156
-1,152
239
$8.98M 0.02%
46,278
+7,345
240
$8.93M 0.02%
199,479
+11,868
241
$8.88M 0.02%
279,272
-19,020
242
$8.88M 0.02%
93,430
+21,046
243
$8.85M 0.02%
248,080
-57,531
244
$8.82M 0.02%
23,332
+1,133
245
$8.76M 0.02%
123,321
+5,921
246
$8.74M 0.02%
73,273
+23,781
247
$8.66M 0.02%
94,471
-21,599
248
$8.6M 0.02%
57,489
-15,813
249
$8.59M 0.02%
24,530
+2,400
250
$8.53M 0.02%
126,504
+49,384
8 9
10
11 12