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
401
$272K ﹤0.01%
322
-1,075
402
$268K ﹤0.01%
916
-1,363
403
$264K ﹤0.01%
857
+53
404
$263K ﹤0.01%
6,963
-1,046
405
$263K ﹤0.01%
811
+37
406
$259K ﹤0.01%
1,413
+357
407
$255K ﹤0.01%
1,464
-273
408
$252K ﹤0.01%
847
+72
409
$249K ﹤0.01%
1,817
+356
410
$247K ﹤0.01%
+9,970
411
$245K ﹤0.01%
2,995
+58
412
$241K ﹤0.01%
1,680
-2,460
413
$240K ﹤0.01%
3,687
-580
414
$239K ﹤0.01%
2,344
-153
415
$236K ﹤0.01%
+2,669
416
$231K ﹤0.01%
2,259
+615
417
$229K ﹤0.01%
2,150
-13
418
$227K ﹤0.01%
+17,968
419
$224K ﹤0.01%
23,069
-7,166
420
$222K ﹤0.01%
6,562
-9,684
421
$221K ﹤0.01%
4,078
-226
422
$213K ﹤0.01%
2,826
+209
423
$212K ﹤0.01%
1,634
-2,219
424
$211K ﹤0.01%
6,061
-3,710
425
$209K ﹤0.01%
2,491
-635
15 16
17
18 19