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
Energy Select Sector SPDR Fund
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
426
$652K ﹤0.01%
2,623
-86
427
$641K ﹤0.01%
8,271
+125
428
$637K ﹤0.01%
+6,279
429
$634K ﹤0.01%
9,487
+820
430
$626K ﹤0.01%
10,487
+1,505
431
$624K ﹤0.01%
6,372
+414
432
$622K ﹤0.01%
13,626
-857
433
$620K ﹤0.01%
5,396
-4,477
434
$600K ﹤0.01%
27,501
-1,271
435
$598K ﹤0.01%
3,974
+306
436
$596K ﹤0.01%
3,969
+725
437
$594K ﹤0.01%
4,182
+664
438
$588K ﹤0.01%
16,670
+505
439
$585K ﹤0.01%
5,473
+25
440
$584K ﹤0.01%
5,906
-634
441
$580K ﹤0.01%
2,648
+343
442
$575K ﹤0.01%
13,725
+449
443
$570K ﹤0.01%
1,378
-11
444
$570K ﹤0.01%
2,491
+277
445
$564K ﹤0.01%
11,470
+96
446
$562K ﹤0.01%
3,061
+68
447
$557K ﹤0.01%
5,796
+228
448
$544K ﹤0.01%
1,281
+4
449
$540K ﹤0.01%
4,302
+99
450
$538K ﹤0.01%
6,801
+578
16 17
18
19 20