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
376
$1.72M 0.01%
10,169
-112
377
$1.72M 0.01%
11,825
+5,470
378
$1.69M 0.01%
21,439
-739
379
$1.68M 0.01%
30,428
+22,700
380
$1.66M 0.01%
7,156
+658
381
$1.66M 0.01%
14,787
+6,343
382
$1.65M 0.01%
+6,188
383
$1.65M 0.01%
41,726
+13,165
384
$1.64M 0.01%
16,716
-3,565
385
$1.64M 0.01%
73,890
-17,964
386
$1.64M 0.01%
6,045
+259
387
$1.63M 0.01%
12,795
+1,617
388
$1.61M 0.01%
18,514
+4,360
389
$1.61M 0.01%
7,310
+945
390
$1.6M 0.01%
5,114
+2,262
391
$1.59M 0.01%
4,676
+61
392
$1.57M 0.01%
7,849
+1,755
393
$1.57M 0.01%
34,207
-928
394
$1.57M 0.01%
7,525
+1,789
395
$1.57M 0.01%
18,034
-2,762
396
$1.56M 0.01%
25,630
+1,582
397
$1.56M 0.01%
12,590
+7,820
398
$1.54M 0.01%
35,555
+4,476
399
$1.54M 0.01%
3,769
+1,362
400
$1.53M 0.01%
9,278
+67
14 15
16
17 18