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
326
$782K 0.01%
8,720
-482
327
$782K 0.01%
14,930
-443
328
$777K 0.01%
10,296
-7,708
329
$754K 0.01%
36,301
-12,207
330
$752K 0.01%
3,951
-890
331
$750K 0.01%
+292
332
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4,634
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333
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89,338
-193,887
334
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2,322
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335
$717K 0.01%
21,979
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336
$692K 0.01%
5,706
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337
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4,924
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338
$673K 0.01%
11,312
+3,348
339
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32,475
-1,795
340
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342
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7,184
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343
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344
$602K 0.01%
10,564
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345
$591K 0.01%
5,902
-1,231
346
$562K 0.01%
39,406
+15,413
347
$555K 0.01%
3,577
-618
348
$538K ﹤0.01%
3,976
+23
349
$517K ﹤0.01%
11,940
-10,048
350
$509K ﹤0.01%
9,166
-3,095
12 13
14
15 16