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
401
$4.47M 0.01%
90,253
+46,929
402
$4.44M 0.01%
15,119
+4,189
403
$4.43M 0.01%
80,479
-5,595
404
$4.41M 0.01%
55,534
+17,042
405
$4.41M 0.01%
83,523
-2,586
406
$4.4M 0.01%
196,564
-84,336
407
$4.37M 0.01%
69,246
+18,355
408
$4.37M 0.01%
44,135
+37,508
409
$4.36M 0.01%
49,629
-901
410
$4.34M 0.01%
12,159
-2,682
411
$4.34M 0.01%
5,928
-791
412
$4.31M 0.01%
53,792
-6,809
413
$4.27M 0.01%
54,773
-2,763
414
$4.27M 0.01%
84,950
+19,410
415
$4.26M 0.01%
54,926
+26,204
416
$4.25M 0.01%
128,492
-8,500
417
$4.21M 0.01%
23,450
+169
418
$4.12M 0.01%
16,956
+5,603
419
$4.1M 0.01%
15,998
+5,854
420
$4.05M 0.01%
38,533
+13,657
421
$4M 0.01%
71,407
+16,479
422
$3.98M 0.01%
52,641
+5,000
423
$3.95M 0.01%
32,591
+26,497
424
$3.95M 0.01%
6,848
+641
425
$3.94M 0.01%
12,084
+3,363
15 16
17
18 19