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
26
$52.5M 0.24%
393,020
+20,040
27
$48.4M 0.22%
363,280
+11,260
28
$32.7M 0.15%
126,336
+55,383
29
$32.6M 0.15%
198,920
+22,238
30
$28.7M 0.13%
469,650
+80,770
31
$28.4M 0.13%
109,034
+4,193
32
$27.3M 0.13%
873,034
+79,724
33
$26.4M 0.12%
67,495
+3,033
34
$25.7M 0.12%
488,394
+361,469
35
$25.3M 0.12%
77,151
+6,435
36
$25M 0.12%
43,423
+2,154
37
$23.9M 0.11%
107,237
-3,957
38
$23.8M 0.11%
87,194
+5,723
39
$23.8M 0.11%
170,189
+22,446
40
$23.4M 0.11%
550,069
+54,104
41
$23M 0.11%
233,630
+203,948
42
$22.7M 0.11%
240,469
+9,273
43
$21.6M 0.1%
133,671
+5,203
44
$19.6M 0.09%
56,373
-1,315
45
$19.1M 0.09%
42,589
+3,264
46
$18.2M 0.08%
156,758
-9,485
47
$17.2M 0.08%
101,741
+15,501
48
$17M 0.08%
29,767
+7,690
49
$16.7M 0.08%
61,861
+5,821
50
$16.6M 0.08%
185,823
+4,655
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