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
301
$2.45M 0.01%
40,787
+7,936
302
$2.43M 0.01%
36,128
-9,000
303
$2.43M 0.01%
77,828
-21,746
304
$2.42M 0.01%
86,997
+17,738
305
$2.41M 0.01%
81,136
-291
306
$2.4M 0.01%
8,814
+5,174
307
$2.4M 0.01%
16,091
+6,368
308
$2.39M 0.01%
32,962
+22,216
309
$2.39M 0.01%
43,572
-838
310
$2.38M 0.01%
17,593
+8,606
311
$2.36M 0.01%
33,289
-1,967
312
$2.36M 0.01%
37,882
+15,636
313
$2.35M 0.01%
10,721
+2,460
314
$2.35M 0.01%
9,554
+7,010
315
$2.34M 0.01%
5,248
+468
316
$2.33M 0.01%
8,840
+862
317
$2.33M 0.01%
45,232
-7,208
318
$2.32M 0.01%
28,406
-4,667
319
$2.31M 0.01%
19,590
-6,496
320
$2.31M 0.01%
9,541
+6,245
321
$2.3M 0.01%
39,268
-3,258
322
$2.3M 0.01%
15,184
+730
323
$2.29M 0.01%
36,398
+13,350
324
$2.28M 0.01%
17,816
-2,385
325
$2.27M 0.01%
9,683
+5,584
11 12
13
14 15