Wealthfront Advisers

Wealthfront Advisers Portfolio holdings

AUM $44.7B
1-Year Est. Return 18.94%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$38.8B
AUM Growth
+$1.58B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
987
New
Increased
Reduced
Closed

Top Buys

1
+$344M
2
+$288M
3
+$162M
4
PWZ icon
Invesco California AMT-Free Municipal Bond ETF
PWZ
+$117M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$102M

Top Sells

1
+$219M
2
+$204M
3
+$137M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$97.9M
5
FLRN icon
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$71.4M

Sector Composition

1 Technology 5.82%
2 Financials 2.61%
3 Communication Services 1.87%
4 Consumer Discretionary 1.84%
5 Healthcare 1.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$5.13M 0.01%
104,180
-10,299
377
$5.11M 0.01%
2,795
-138
378
$5.08M 0.01%
18,341
-2,479
379
$5.07M 0.01%
16,268
+822
380
$5.06M 0.01%
39,668
-3,282
381
$5.05M 0.01%
29,935
-2,096
382
$5.04M 0.01%
247,241
+10,939
383
$4.99M 0.01%
27,476
+5,294
384
$4.94M 0.01%
63,799
-15,492
385
$4.93M 0.01%
358,485
-394
386
$4.91M 0.01%
17,413
+1,455
387
$4.84M 0.01%
22,931
+7,122
388
$4.82M 0.01%
13,735
+2,528
389
$4.81M 0.01%
52,791
+2,696
390
$4.75M 0.01%
41,619
+20,010
391
$4.75M 0.01%
65,950
-6,031
392
$4.71M 0.01%
51,429
+1,504
393
$4.64M 0.01%
25,662
-734
394
$4.59M 0.01%
41,932
-7,076
395
$4.57M 0.01%
14,749
+340
396
$4.53M 0.01%
43,039
+19,348
397
$4.51M 0.01%
24,613
+3,418
398
$4.5M 0.01%
111,617
+2,488
399
$4.49M 0.01%
10,995
+562
400
$4.47M 0.01%
79,759
+14,682
14 15
16
17 18