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
376
$355K ﹤0.01%
4,345
+873
377
$353K ﹤0.01%
10,282
-12,751
378
$347K ﹤0.01%
11,532
-5,184
379
$345K ﹤0.01%
4,597
-5,595
380
$340K ﹤0.01%
2,690
381
$338K ﹤0.01%
2,499
-2,552
382
$338K ﹤0.01%
5,370
+687
383
$337K ﹤0.01%
5,050
-711
384
$334K ﹤0.01%
21,356
+3,086
385
$332K ﹤0.01%
14,147
+5,543
386
$332K ﹤0.01%
2,198
-1,274
387
$330K ﹤0.01%
16,079
-6,013
388
$327K ﹤0.01%
+3,897
389
$321K ﹤0.01%
2,687
+169
390
$318K ﹤0.01%
4,844
+998
391
$317K ﹤0.01%
5,634
-13,686
392
$312K ﹤0.01%
4,164
-2,344
393
$307K ﹤0.01%
16,848
-19,424
394
$297K ﹤0.01%
3,179
-1,289
395
$297K ﹤0.01%
1,630
-129
396
$291K ﹤0.01%
21,383
-96,846
397
$289K ﹤0.01%
8,112
-3,745
398
$282K ﹤0.01%
11,465
-11,112
399
$273K ﹤0.01%
7,896
-10,000
400
$272K ﹤0.01%
+2,973
14 15
16
17 18