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
451
$3.46M 0.01%
19,891
+661
452
$3.46M 0.01%
38,830
+4,575
453
$3.45M 0.01%
149,981
+45,758
454
$3.41M 0.01%
162,853
+108,620
455
$3.4M 0.01%
381,247
-9,779
456
$3.39M 0.01%
4,258
+67
457
$3.38M 0.01%
202,293
+15,504
458
$3.38M 0.01%
37,509
-1,523
459
$3.28M 0.01%
27,031
-2,070
460
$3.27M 0.01%
37,495
+4,118
461
$3.25M 0.01%
23,172
+6,336
462
$3.24M 0.01%
247,449
-147,431
463
$3.24M 0.01%
67,885
-2,624
464
$3.23M 0.01%
21,804
+2,297
465
$3.22M 0.01%
12,350
+1,139
466
$3.21M 0.01%
7,284
+288
467
$3.17M 0.01%
38,232
-804
468
$3.14M 0.01%
15,485
+5,733
469
$3.14M 0.01%
13,095
+453
470
$3.12M 0.01%
106,850
+6,692
471
$3.09M 0.01%
23,340
+2,472
472
$3.07M 0.01%
10,635
+4,011
473
$3.05M 0.01%
44,931
-3,964
474
$3.05M 0.01%
11,314
-866
475
$3.05M 0.01%
144,870
+5,755
17 18
19
20 21