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
476
$423K ﹤0.01%
5,421
+342
477
$422K ﹤0.01%
1,486
+156
478
$420K ﹤0.01%
7,015
+419
479
$417K ﹤0.01%
22,096
+3,520
480
$409K ﹤0.01%
7,674
+230
481
$401K ﹤0.01%
3,815
+168
482
$390K ﹤0.01%
15,499
+862
483
$382K ﹤0.01%
785
+11
484
$382K ﹤0.01%
2,007
+183
485
$380K ﹤0.01%
3,980
+632
486
$374K ﹤0.01%
3,385
-171
487
$373K ﹤0.01%
6,263
+1,156
488
$368K ﹤0.01%
+5,134
489
$364K ﹤0.01%
2,690
490
$362K ﹤0.01%
1,642
+61
491
$355K ﹤0.01%
3,682
-161
492
$354K ﹤0.01%
2,757
+405
493
$348K ﹤0.01%
4,193
+45
494
$346K ﹤0.01%
2,994
+628
495
$338K ﹤0.01%
844
+88
496
$337K ﹤0.01%
1,744
+395
497
$337K ﹤0.01%
4,222
-332
498
$336K ﹤0.01%
1,610
+117
499
$334K ﹤0.01%
1,892
+139
500
$330K ﹤0.01%
1,429
+143
18 19
20
21 22