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
251
$8.42M 0.02%
24,519
-143
252
$8.41M 0.02%
48,256
+2,835
253
$8.4M 0.02%
83,202
+34,851
254
$8.39M 0.02%
112,587
+23,480
255
$8.3M 0.02%
723,391
-22,981
256
$8.27M 0.02%
49,807
+21,678
257
$8.22M 0.02%
21,444
+4,002
258
$8.21M 0.02%
199,705
-79,503
259
$8.21M 0.02%
36,125
+20,608
260
$8.21M 0.02%
167,309
-11,047
261
$8.17M 0.02%
26,502
+521
262
$8.09M 0.02%
121,186
+12,164
263
$8.07M 0.02%
192,192
+5,120
264
$8.06M 0.02%
247,184
+18,227
265
$8M 0.02%
60,986
-13,763
266
$8M 0.02%
72,323
+16,247
267
$7.94M 0.02%
87,200
+5,401
268
$7.88M 0.02%
117,423
+4,281
269
$7.88M 0.02%
115,655
-24,641
270
$7.87M 0.02%
554,701
+388,839
271
$7.86M 0.02%
98,757
-1,048
272
$7.85M 0.02%
723,853
+54,249
273
$7.82M 0.02%
33,527
+4,687
274
$7.79M 0.02%
75,981
+200
275
$7.79M 0.02%
65,140
+5,623
9 10
11
12 13