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
251
$1.15M 0.01%
89,094
+50,978
252
$1.15M 0.01%
+15,135
253
$1.15M 0.01%
60,865
+13,274
254
$1.14M 0.01%
23,418
-6,222
255
$1.14M 0.01%
12,439
+6,561
256
$1.14M 0.01%
38,573
+12,972
257
$1.14M 0.01%
19,881
+3,177
258
$1.13M 0.01%
24,266
+21,704
259
$1.12M 0.01%
75,542
+9,907
260
$1.12M 0.01%
13,875
-8,864
261
$1.12M 0.01%
13,852
+10,268
262
$1.11M 0.01%
12,458
+4,967
263
$1.1M 0.01%
25,916
+17,003
264
$1.1M 0.01%
+30,318
265
$1.1M 0.01%
111,631
+60,379
266
$1.09M 0.01%
22,536
-9,702
267
$1.08M 0.01%
8,427
-720
268
$1.08M 0.01%
19,625
-719
269
$1.08M 0.01%
7,398
-2,509
270
$1.08M 0.01%
120,061
+15,410
271
$1.07M 0.01%
4,624
+2,351
272
$1.07M 0.01%
14,173
-1,618
273
$1.07M 0.01%
53,355
-18,330
274
$1.07M 0.01%
158,560
+139,755
275
$1.07M 0.01%
212,925
+180,564
9 10
11
12 13