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
351
$507K ﹤0.01%
1,963
-1,007
352
$499K ﹤0.01%
3,772
-6,874
353
$488K ﹤0.01%
6,259
-2,299
354
$486K ﹤0.01%
17,284
+1,976
355
$481K ﹤0.01%
15,969
+3,789
356
$460K ﹤0.01%
14,192
-3,188
357
$456K ﹤0.01%
26,278
-29
358
$453K ﹤0.01%
1,871
-1,681
359
$449K ﹤0.01%
14,181
-14,658
360
$442K ﹤0.01%
18,219
-29,694
361
$441K ﹤0.01%
638
-111
362
$441K ﹤0.01%
4,520
-3,889
363
$428K ﹤0.01%
876
+165
364
$418K ﹤0.01%
5,063
-1,941
365
$408K ﹤0.01%
4,536
-2,518
366
$406K ﹤0.01%
2,388
-1,653
367
$402K ﹤0.01%
7,978
-20,670
368
$396K ﹤0.01%
8,041
-1,013
369
$396K ﹤0.01%
5,748
-356
370
$392K ﹤0.01%
16,597
-518
371
$384K ﹤0.01%
8,241
+1,089
372
$383K ﹤0.01%
6,621
-8,384
373
$382K ﹤0.01%
2,935
-311
374
$376K ﹤0.01%
5,700
-7,067
375
$367K ﹤0.01%
5,376
+1,422
13 14
15
16 17