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
$11B
AUM Growth
-$2.47B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
506
New
Increased
Reduced
Closed

Top Buys

1
+$563M
2
+$321M
3
+$81M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$79.6M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$39.1M

Top Sells

1
+$412M
2
+$267M
3
+$158M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$102M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$69.5M

Sector Composition

1 Technology 2.22%
2 Financials 1.36%
3 Healthcare 1.13%
4 Consumer Discretionary 1.02%
5 Communication Services 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$18.6M 0.17%
213,754
+119,688
27
$17.9M 0.16%
107,523
-18,429
28
$17.6M 0.16%
303,580
+12,300
29
$16.9M 0.15%
104,667
+10,770
30
$16.7M 0.15%
287,400
+11,040
31
$16.1M 0.15%
180,337
+80,274
32
$14.5M 0.13%
59,845
+2,959
33
$14.1M 0.13%
76,954
+3,760
34
$13.7M 0.12%
55,134
+6,808
35
$13.6M 0.12%
123,590
-1,240
36
$13.5M 0.12%
2,055,120
+481,160
37
$11.8M 0.11%
315,210
+100,140
38
$11.5M 0.1%
127,268
-32,683
39
$11.1M 0.1%
59,238
+6,471
40
$10.5M 0.1%
277,566
+58,431
41
$10.1M 0.09%
137,001
-13,010
42
$9.76M 0.09%
74,406
-17,435
43
$9.6M 0.09%
177,371
+3,454
44
$9.53M 0.09%
158,336
+34,560
45
$9.21M 0.08%
32,296
+5,738
46
$8.99M 0.08%
28,244
+10,320
47
$8.36M 0.08%
69,567
+7,914
48
$8.32M 0.08%
391,696
-136,684
49
$8.3M 0.08%
377,079
-55,108
50
$7.58M 0.07%
463,214
+67,280
1
2
3 4 5