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
451
$530K ﹤0.01%
13,947
+788
452
$525K ﹤0.01%
374
+63
453
$521K ﹤0.01%
5,058
+578
454
$519K ﹤0.01%
3,418
+118
455
$515K ﹤0.01%
2,789
+517
456
$515K ﹤0.01%
3,831
-268
457
$513K ﹤0.01%
3,300
+416
458
$509K ﹤0.01%
4,450
+1,081
459
$508K ﹤0.01%
6,329
+152
460
$503K ﹤0.01%
1,265
-182
461
$499K ﹤0.01%
1,200
+208
462
$497K ﹤0.01%
14,436
-11,519
463
$496K ﹤0.01%
6,065
+585
464
$495K ﹤0.01%
15,418
-120
465
$495K ﹤0.01%
2,987
+506
466
$480K ﹤0.01%
2,789
+518
467
$479K ﹤0.01%
6,949
-46
468
$476K ﹤0.01%
2,086
+162
469
$464K ﹤0.01%
2,561
+219
470
$462K ﹤0.01%
6,363
+110
471
$454K ﹤0.01%
4,199
+64
472
$447K ﹤0.01%
38,300
-16,048
473
$441K ﹤0.01%
2,881
+28
474
$435K ﹤0.01%
4,134
+16
475
$429K ﹤0.01%
2,552
+136
17 18
19
20 21