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
326
$2.25M 0.01%
36,075
-17,842
327
$2.25M 0.01%
67,905
-21,542
328
$2.19M 0.01%
39,467
+24,290
329
$2.19M 0.01%
65,285
+11,109
330
$2.17M 0.01%
25,873
-371
331
$2.16M 0.01%
3,569
+76
332
$2.16M 0.01%
174,067
-41,045
333
$2.15M 0.01%
38,948
+20,692
334
$2.14M 0.01%
12,860
+5,717
335
$2.14M 0.01%
27,621
-12,318
336
$2.13M 0.01%
+32,275
337
$2.13M 0.01%
22,432
+588
338
$2.13M 0.01%
+38,609
339
$2.12M 0.01%
3,127
+690
340
$2.09M 0.01%
42,849
+32,315
341
$2.08M 0.01%
7,895
+4,070
342
$2.07M 0.01%
6,914
+368
343
$2.07M 0.01%
9,511
+8,236
344
$2.06M 0.01%
59,581
+12,643
345
$2.03M 0.01%
8,482
+116
346
$2.02M 0.01%
12,270
+1,092
347
$2.01M 0.01%
12,920
+2,586
348
$1.99M 0.01%
54,490
+14,012
349
$1.99M 0.01%
3,861
+1,298
350
$1.98M 0.01%
5,505
-1,127
12 13
14
15 16