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
426
$209K ﹤0.01%
3,181
-4,619
427
$208K ﹤0.01%
3,031
-6,825
428
$205K ﹤0.01%
1,467
-10
429
$203K ﹤0.01%
2,526
-277
430
$202K ﹤0.01%
3,212
-1,011
431
$201K ﹤0.01%
+465
432
$201K ﹤0.01%
+8,636
433
$133K ﹤0.01%
16,403
-1,782
434
– –
-6,236
435
– –
-10,065
436
– –
-8,325
437
– –
-10,392
438
– –
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439
– –
-20,434
440
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441
– –
-20,641
442
– –
-5,820
443
– –
-5,859
444
– –
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445
– –
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446
– –
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447
– –
-7,961
448
– –
-9,549
449
– –
-12,958
450
– –
-4,337
16 17
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