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
376
$1.06M 0.01%
27,419
+5,916
377
$1.05M 0.01%
16,513
+5,247
378
$1.05M 0.01%
23,262
+10,156
379
$1.03M 0.01%
15,482
-758
380
$1.01M 0.01%
24,772
-237
381
$998K 0.01%
12,832
+7,595
382
$993K 0.01%
8,761
+54
383
$988K 0.01%
7,978
+76
384
$978K 0.01%
4,638
+2,217
385
$975K 0.01%
2,760
+1,806
386
$968K 0.01%
6,627
+1,654
387
$967K 0.01%
8,193
+369
388
$964K 0.01%
18,512
-171
389
$950K 0.01%
13,874
-158
390
$931K 0.01%
10,982
-3,250
391
$924K ﹤0.01%
23,802
-547
392
$920K ﹤0.01%
4,786
+488
393
$913K ﹤0.01%
2,719
+53
394
$900K ﹤0.01%
3,873
+209
395
$886K ﹤0.01%
5,608
+199
396
$878K ﹤0.01%
32,352
+196
397
$865K ﹤0.01%
35,061
+241
398
$859K ﹤0.01%
2,320
-522
399
$849K ﹤0.01%
5,878
+170
400
$848K ﹤0.01%
7,074
-11
14 15
16
17 18