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
$21.6B
AUM Growth
+$525M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
717
New
Increased
Reduced
Closed

Top Buys

1
+$221M
2
+$188M
3
+$93M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$80.7M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$66.7M

Top Sells

1
+$208M
2
+$31M
3
+$17.6M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$9.94M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$8.07M

Sector Composition

1 Technology 3.04%
2 Financials 2.01%
3 Consumer Discretionary 1.47%
4 Healthcare 1.35%
5 Communication Services 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$2.75M 0.01%
22,144
+3,743
277
$2.73M 0.01%
74,592
+13,550
278
$2.72M 0.01%
95,622
-11,794
279
$2.71M 0.01%
31,078
-533
280
$2.68M 0.01%
51,021
-2,297
281
$2.68M 0.01%
7,551
-92
282
$2.67M 0.01%
75,054
+30,741
283
$2.67M 0.01%
72,189
-2,711
284
$2.64M 0.01%
24,348
+12,453
285
$2.64M 0.01%
12,028
-7,510
286
$2.63M 0.01%
12,825
+2,951
287
$2.63M 0.01%
20,925
+5,662
288
$2.62M 0.01%
30,860
+7,510
289
$2.61M 0.01%
21,903
-1,553
290
$2.61M 0.01%
18,056
+7,219
291
$2.57M 0.01%
9,001
+358
292
$2.54M 0.01%
15,023
+1,528
293
$2.53M 0.01%
5,966
+77
294
$2.53M 0.01%
21,043
-2,154
295
$2.52M 0.01%
36,165
+564
296
$2.52M 0.01%
4,053
+115
297
$2.52M 0.01%
1,060
+220
298
$2.51M 0.01%
74,086
+9,786
299
$2.5M 0.01%
+73,832
300
$2.46M 0.01%
9,369
+8,210
10 11
12
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