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
276
$1.91M 0.01%
19,228
+2,779
277
$1.91M 0.01%
65,314
+7,442
278
$1.9M 0.01%
32,058
-355
279
$1.9M 0.01%
5,593
-123
280
$1.9M 0.01%
22,220
-64
281
$1.89M 0.01%
11,035
+292
282
$1.89M 0.01%
8,213
+469
283
$1.89M 0.01%
12,582
-587
284
$1.89M 0.01%
33,245
+14,912
285
$1.88M 0.01%
35,857
-406
286
$1.87M 0.01%
3,793
+623
287
$1.87M 0.01%
95,126
+9,812
288
$1.87M 0.01%
64,842
+7,219
289
$1.86M 0.01%
13,230
-1,994
290
$1.85M 0.01%
13,359
+1,012
291
$1.84M 0.01%
4,395
+337
292
$1.83M 0.01%
3,750
+654
293
$1.83M 0.01%
30,744
+8,113
294
$1.8M 0.01%
41,397
+3,968
295
$1.78M 0.01%
23,935
+3,335
296
$1.77M 0.01%
12,813
+3,356
297
$1.76M 0.01%
53,502
+6,346
298
$1.76M 0.01%
6,255
+1,296
299
$1.76M 0.01%
10,427
+545
300
$1.75M 0.01%
3,230
+176
10 11
12
13 14