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
401
$1.52M 0.01%
10,037
+6,277
402
$1.52M 0.01%
1,102
-18
403
$1.51M 0.01%
16,392
+10,404
404
$1.5M 0.01%
7,226
-895
405
$1.49M 0.01%
12,252
-18
406
$1.49M 0.01%
12,300
+8,056
407
$1.48M 0.01%
8,863
-170
408
$1.48M 0.01%
11,570
+88
409
$1.48M 0.01%
41,599
+2,316
410
$1.47M 0.01%
14,067
-2,175
411
$1.47M 0.01%
21,572
+3,106
412
$1.46M 0.01%
7,335
+897
413
$1.46M 0.01%
+11,209
414
$1.45M 0.01%
6,998
+3,686
415
$1.43M 0.01%
20,399
-1,639
416
$1.41M 0.01%
82,304
-12,967
417
$1.41M 0.01%
10,670
+1,713
418
$1.39M 0.01%
12,192
-2,326
419
$1.37M 0.01%
27,301
+6
420
$1.37M 0.01%
20,825
+1,913
421
$1.36M 0.01%
11,689
+2
422
$1.35M 0.01%
7,816
-315
423
$1.34M 0.01%
4,419
+3,063
424
$1.33M 0.01%
11,873
+3,379
425
$1.33M 0.01%
8,843
+4,477
15 16
17
18 19