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
426
$3.9M 0.01%
60,436
+1,244
427
$3.89M 0.01%
30,061
-12,827
428
$3.85M 0.01%
152,013
-17,997
429
$3.8M 0.01%
29,722
-4,201
430
$3.79M 0.01%
216,485
-64,810
431
$3.78M 0.01%
52,079
+10,442
432
$3.76M 0.01%
11,493
+705
433
$3.76M 0.01%
24,123
-90
434
$3.76M 0.01%
7,014
+468
435
$3.73M 0.01%
27,696
-779
436
$3.69M 0.01%
12,027
-842
437
$3.67M 0.01%
130,419
+11,447
438
$3.63M 0.01%
66,790
+43,595
439
$3.62M 0.01%
22,642
+347
440
$3.59M 0.01%
100,301
-1,649
441
$3.58M 0.01%
36,133
-7,173
442
$3.56M 0.01%
109,210
+44,231
443
$3.56M 0.01%
67,453
+2,459
444
$3.55M 0.01%
68,696
+19,275
445
$3.52M 0.01%
13,630
+4,250
446
$3.5M 0.01%
27,047
+1,507
447
$3.48M 0.01%
12,435
+51
448
$3.48M 0.01%
11,275
-1,795
449
$3.47M 0.01%
28,881
+4,634
450
$3.47M 0.01%
15,913
+3,141
16 17
18
19 20