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
326
$1.46M 0.01%
5,549
+236
327
$1.45M 0.01%
46,594
-280
328
$1.45M 0.01%
20,296
+5,502
329
$1.45M 0.01%
13,672
+684
330
$1.45M 0.01%
5,578
+293
331
$1.44M 0.01%
23,924
-737
332
$1.43M 0.01%
26,429
-1,030
333
$1.42M 0.01%
13,959
+4,214
334
$1.41M 0.01%
16,704
+1,477
335
$1.41M 0.01%
11,268
+38
336
$1.41M 0.01%
5,814
+687
337
$1.4M 0.01%
19,501
+2,449
338
$1.4M 0.01%
14,235
+815
339
$1.39M 0.01%
74,064
+8,364
340
$1.39M 0.01%
37,685
+1,817
341
$1.33M 0.01%
78,841
+49,291
342
$1.32M 0.01%
6,551
+2,203
343
$1.3M 0.01%
13,453
+1,760
344
$1.29M 0.01%
8,337
+436
345
$1.29M 0.01%
19,513
-497
346
$1.29M 0.01%
11,955
-692
347
$1.29M 0.01%
15,699
-748
348
$1.27M 0.01%
3,932
-121
349
$1.27M 0.01%
1,098
+250
350
$1.24M 0.01%
5,925
-1,008
12 13
14
15 16