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
476
$975K ﹤0.01%
1,308
+23
477
$968K ﹤0.01%
5,907
+68
478
$966K ﹤0.01%
13,699
-3,937
479
$965K ﹤0.01%
+11,780
480
$964K ﹤0.01%
19,352
-7,212
481
$962K ﹤0.01%
4,340
+1,302
482
$962K ﹤0.01%
30,395
+22,340
483
$956K ﹤0.01%
+4,639
484
$933K ﹤0.01%
24,532
-142
485
$932K ﹤0.01%
14,950
+808
486
$922K ﹤0.01%
+3,048
487
$882K ﹤0.01%
6,631
+93
488
$881K ﹤0.01%
+14,094
489
$873K ﹤0.01%
3,529
+2,144
490
$870K ﹤0.01%
23,199
+17,480
491
$851K ﹤0.01%
+6,127
492
$850K ﹤0.01%
5,592
+1,095
493
$831K ﹤0.01%
32,194
+3,590
494
$820K ﹤0.01%
171
-1
495
$817K ﹤0.01%
10,409
+2,568
496
$808K ﹤0.01%
23,314
-167
497
$807K ﹤0.01%
6,947
+3,948
498
$804K ﹤0.01%
9,024
-2,422
499
$803K ﹤0.01%
15,934
+4,924
500
$802K ﹤0.01%
8,933
+2,124
18 19
20
21 22