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
276
$1.07M 0.01%
7,505
-1,124
277
$1.07M 0.01%
7,063
+2,139
278
$1.06M 0.01%
+49,307
279
$1.05M 0.01%
10,229
-2,047
280
$1.05M 0.01%
39,116
+15,917
281
$1.04M 0.01%
8,065
+1,176
282
$1.04M 0.01%
54,429
-27,768
283
$1.04M 0.01%
29,797
+8,657
284
$1.03M 0.01%
3,109
-1,638
285
$1.03M 0.01%
4,594
-1,738
286
$1.03M 0.01%
7,269
-1,395
287
$1.03M 0.01%
99,085
-40,066
288
$1.02M 0.01%
59,496
+17,832
289
$1.02M 0.01%
62,772
+37,237
290
$1.01M 0.01%
27,765
+3,592
291
$1.01M 0.01%
16,971
+9,967
292
$1.01M 0.01%
8,481
+6,391
293
$999K 0.01%
23,754
-2,380
294
$996K 0.01%
105,338
+8,773
295
$993K 0.01%
12,358
+2,347
296
$988K 0.01%
25,704
+22,112
297
$984K 0.01%
3,646
-2,444
298
$976K 0.01%
40,870
+28,600
299
$967K 0.01%
38,727
-5,588
300
$961K 0.01%
10,439
+4,090
10 11
12
13 14