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
351
$1.97M 0.01%
37,842
+14,411
352
$1.97M 0.01%
11,359
+5,314
353
$1.97M 0.01%
15,642
+10,441
354
$1.97M 0.01%
39,586
-434
355
$1.96M 0.01%
30,414
+5,607
356
$1.95M 0.01%
73,041
-21,537
357
$1.95M 0.01%
46,365
-32,620
358
$1.94M 0.01%
7,572
-278
359
$1.94M 0.01%
5,959
+94
360
$1.92M 0.01%
146,182
-55,957
361
$1.9M 0.01%
9,466
+915
362
$1.89M 0.01%
9,753
-1,669
363
$1.88M 0.01%
75,100
+28,192
364
$1.85M 0.01%
50,589
-989
365
$1.85M 0.01%
4,748
+17
366
$1.83M 0.01%
4,642
+549
367
$1.8M 0.01%
73,193
+460
368
$1.79M 0.01%
13,061
+7,658
369
$1.78M 0.01%
6,071
+435
370
$1.78M 0.01%
29,144
-1,236
371
$1.78M 0.01%
18,252
+10,781
372
$1.77M 0.01%
14,437
+6,132
373
$1.76M 0.01%
11,200
+451
374
$1.76M 0.01%
11,871
+1,361
375
$1.73M 0.01%
15,985
+1,216
13 14
15
16 17