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
State Street Energy Select Sector SPDR ETF
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
401
$846K ﹤0.01%
13,920
-1,355
402
$841K ﹤0.01%
11,591
+787
403
$836K ﹤0.01%
4,437
+556
404
$834K ﹤0.01%
177
-3
405
$813K ﹤0.01%
2,546
-994
406
$805K ﹤0.01%
25,341
+2,259
407
$795K ﹤0.01%
10,688
+3,362
408
$774K ﹤0.01%
15,738
+993
409
$772K ﹤0.01%
3,866
+335
410
$765K ﹤0.01%
11,969
+1,955
411
$762K ﹤0.01%
1,334
-149
412
$752K ﹤0.01%
17,282
+909
413
$746K ﹤0.01%
+4,601
414
$721K ﹤0.01%
+12,771
415
$714K ﹤0.01%
12,185
+5,959
416
$714K ﹤0.01%
4,671
+917
417
$713K ﹤0.01%
26,588
+447
418
$713K ﹤0.01%
29,378
+10,686
419
$709K ﹤0.01%
15,203
+1,191
420
$707K ﹤0.01%
5,023
+919
421
$706K ﹤0.01%
28,070
-2,444
422
$692K ﹤0.01%
8,914
+714
423
$692K ﹤0.01%
5,363
+413
424
$689K ﹤0.01%
8,753
+1,347
425
$659K ﹤0.01%
12,874
+1,554
15 16
17
18 19