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
301
$957K 0.01%
38,770
-65,649
302
$956K 0.01%
25,869
+17,729
303
$946K 0.01%
71,207
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304
$945K 0.01%
19,767
-13,965
305
$944K 0.01%
119,972
+31,764
306
$941K 0.01%
75,024
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307
$933K 0.01%
3,620
-3,211
308
$923K 0.01%
686
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309
$917K 0.01%
31,347
-6,934
310
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29,570
-43,678
311
$909K 0.01%
19,875
-6,889
312
$895K 0.01%
6,475
-1,074
313
$888K 0.01%
10,617
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314
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4,839
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315
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89,910
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316
$866K 0.01%
12,034
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317
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318
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5,509
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319
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46,311
-3,593
320
$837K 0.01%
4,645
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321
$827K 0.01%
4,780
-516
322
$823K 0.01%
3,099
-220
323
$810K 0.01%
47,915
-12,960
324
$805K 0.01%
192,543
+107,741
325
$798K 0.01%
6,005
-694
11 12
13
14 15