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
351
$1.24M 0.01%
6,331
+171
352
$1.22M 0.01%
3,256
+330
353
$1.21M 0.01%
5,635
-76
354
$1.2M 0.01%
25,436
+4,640
355
$1.2M 0.01%
5,815
+1,589
356
$1.18M 0.01%
39,970
+6,980
357
$1.18M 0.01%
7,147
+1,557
358
$1.17M 0.01%
6,207
+562
359
$1.16M 0.01%
27,455
-271
360
$1.16M 0.01%
2,392
+1,243
361
$1.16M 0.01%
2,918
-88
362
$1.15M 0.01%
3,659
+192
363
$1.15M 0.01%
3,335
+1,118
364
$1.15M 0.01%
16,586
-837
365
$1.13M 0.01%
12,873
+3,634
366
$1.13M 0.01%
8,567
+2,205
367
$1.13M 0.01%
9,265
+2,500
368
$1.13M 0.01%
10,693
+3,148
369
$1.12M 0.01%
18,254
+8,599
370
$1.11M 0.01%
3,985
+687
371
$1.1M 0.01%
5,434
-32
372
$1.1M 0.01%
13,457
+8,820
373
$1.09M 0.01%
9,908
+1
374
$1.07M 0.01%
8,878
+170
375
$1.07M 0.01%
8,325
+1,786
13 14
15
16 17