Wealthfront Advisers

Wealthfront Advisers Portfolio holdings

AUM $45.6B
1-Year Est. Return 18.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.83%
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
+$227M
2
+$194M
3
+$95.9M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$82.9M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$68.6M

Top Sells

1
+$214M
2
+$32.2M
3
+$18.2M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$10M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$7.67M

Sector Composition

1 Technology 3.04%
2 Financials 2.01%
3 Consumer Discretionary 1.47%
4 Healthcare 1.35%
5 Communication Services 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$3.01M 0.01%
21,064
+2,024
252
$3M 0.01%
6,295
+1,308
253
$3M 0.01%
10,604
-169
254
$2.99M 0.01%
43,437
-2,211
255
$2.98M 0.01%
26,278
+3,956
256
$2.96M 0.01%
30,102
+23,561
257
$2.96M 0.01%
42,194
+18,875
258
$2.94M 0.01%
137,396
-13,096
259
$2.94M 0.01%
4,705
+181
260
$2.92M 0.01%
12,010
+7,079
261
$2.9M 0.01%
25,257
+4,903
262
$2.89M 0.01%
25,657
+7,383
263
$2.88M 0.01%
53,130
-15,662
264
$2.86M 0.01%
17,072
+8,387
265
$2.85M 0.01%
51,549
-398
266
$2.84M 0.01%
19,128
+7,601
267
$2.83M 0.01%
27,579
-4,588
268
$2.82M 0.01%
25,106
+5,815
269
$2.81M 0.01%
8,390
-753
270
$2.8M 0.01%
33,953
+7,865
271
$2.79M 0.01%
68,595
+7,980
272
$2.79M 0.01%
68,860
+2,745
273
$2.77M 0.01%
17,831
+4,466
274
$2.75M 0.01%
45,842
+14,238
275
$2.75M 0.01%
9,835
+357
9 10
11
12 13