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
301
$1.74M 0.01%
4,324
+9
302
$1.74M 0.01%
5,983
+432
303
$1.73M 0.01%
33,840
+3,067
304
$1.73M 0.01%
8,685
+2,249
305
$1.67M 0.01%
29,244
+4,351
306
$1.66M 0.01%
19,870
+148
307
$1.64M 0.01%
14,697
+817
308
$1.63M 0.01%
11,895
+1,680
309
$1.62M 0.01%
71,594
-1,877
310
$1.6M 0.01%
11,139
+556
311
$1.59M 0.01%
50,118
+4,939
312
$1.58M 0.01%
10,646
-111
313
$1.57M 0.01%
4,276
+820
314
$1.56M 0.01%
11,794
+97
315
$1.56M 0.01%
9,821
+431
316
$1.54M 0.01%
41,706
+6,301
317
$1.54M 0.01%
7,957
+258
318
$1.54M 0.01%
115,482
+6,971
319
$1.54M 0.01%
18,355
-101
320
$1.51M 0.01%
5,703
-139
321
$1.51M 0.01%
16,975
+582
322
$1.5M 0.01%
33,032
+4,982
323
$1.48M 0.01%
18,145
+1,351
324
$1.47M 0.01%
41,272
+397
325
$1.47M 0.01%
39,750
+1,280
11 12
13
14 15