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
251
$2.09M 0.01%
11,368
+2,113
252
$2.08M 0.01%
4,970
-196
253
$2.07M 0.01%
17,982
+395
254
$2.07M 0.01%
58,345
-155
255
$2.07M 0.01%
11,692
+1,875
256
$2.06M 0.01%
48,894
-137
257
$2.06M 0.01%
3,037
-30
258
$2.06M 0.01%
884
+85
259
$2.06M 0.01%
44,870
-2,722
260
$2.05M 0.01%
9,541
+1,260
261
$2.05M 0.01%
33,474
+15
262
$2.05M 0.01%
60,495
+4,575
263
$2.04M 0.01%
6,849
+217
264
$2.04M 0.01%
94,162
+5,796
265
$2.03M 0.01%
28,730
+3,000
266
$2.02M 0.01%
49,632
+4,400
267
$2.01M 0.01%
8,267
+169
268
$2M 0.01%
10,963
+1,880
269
$1.99M 0.01%
40,024
-2,290
270
$1.97M 0.01%
6,999
+523
271
$1.97M 0.01%
12,443
+464
272
$1.97M 0.01%
15,464
+1,897
273
$1.96M 0.01%
3,941
+1,042
274
$1.95M 0.01%
40,845
+6,968
275
$1.91M 0.01%
7,761
+270
9 10
11
12 13