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
$21.6B
AUM Growth
+$525M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
717
New
Increased
Reduced
Closed

Top Buys

1
+$221M
2
+$188M
3
+$93M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$80.7M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$66.7M

Top Sells

1
+$208M
2
+$31M
3
+$17.6M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$9.94M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$8.07M

Sector Composition

1 Technology 3.04%
2 Financials 2.01%
3 Consumer Discretionary 1.47%
4 Healthcare 1.35%
5 Communication Services 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$1.18M 0.01%
2,388
+87
452
$1.18M 0.01%
5,256
-42
453
$1.17M 0.01%
15,263
-135
454
$1.15M 0.01%
18,166
+2,564
455
$1.15M 0.01%
9,040
+7,164
456
$1.11M 0.01%
10,293
+5,866
457
$1.1M 0.01%
43,118
+27,430
458
$1.1M 0.01%
+14,668
459
$1.09M 0.01%
3,905
+174
460
$1.09M 0.01%
19,664
+15,127
461
$1.06M ﹤0.01%
35,809
-5,948
462
$1.06M ﹤0.01%
25,479
-2,703
463
$1.06M ﹤0.01%
8,877
+806
464
$1.05M ﹤0.01%
11,667
-43
465
$1.03M ﹤0.01%
5,698
+26
466
$1.03M ﹤0.01%
4,003
+514
467
$1.02M ﹤0.01%
2,988
+197
468
$1.02M ﹤0.01%
14,658
+9,029
469
$1.01M ﹤0.01%
4,056
+934
470
$1.01M ﹤0.01%
61,964
-15,048
471
$1M ﹤0.01%
2,339
+659
472
$997K ﹤0.01%
2,114
+558
473
$988K ﹤0.01%
9,805
-2,813
474
$985K ﹤0.01%
5,099
-1,086
475
$982K ﹤0.01%
+10,285
17 18
19
20 21