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
26
$35.6M 0.19%
344,600
+20,320
27
$29.8M 0.16%
2,235,040
+83,720
28
$26.4M 0.14%
173,561
+13,894
29
$23.8M 0.13%
256,338
+90,727
30
$23.6M 0.13%
63,463
+3,161
31
$22.5M 0.12%
106,148
+2,956
32
$22.4M 0.12%
92,361
+8,864
33
$21.9M 0.12%
715,696
-65,982
34
$21.5M 0.12%
70,454
+540
35
$20.9M 0.11%
58,704
+2,690
36
$20.4M 0.11%
123,866
+11,579
37
$20.1M 0.11%
386,180
+23,110
38
$19.7M 0.11%
77,058
+11,148
39
$19.6M 0.1%
168,825
-1,609
40
$18.4M 0.1%
136,133
+6,864
41
$18.1M 0.1%
468,855
+35,280
42
$17M 0.09%
191,303
+77,348
43
$16.8M 0.09%
90,832
+4,462
44
$16.1M 0.09%
33,889
+1,176
45
$14.1M 0.08%
74,608
+7,418
46
$13.3M 0.07%
111,118
+11,359
47
$13.2M 0.07%
291,909
-13,218
48
$12.9M 0.07%
46,620
+2,558
49
$12.4M 0.07%
35,169
+1,559
50
$11.8M 0.06%
218,937
+22,590
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