Wealthfront Advisers

Wealthfront Advisers Portfolio holdings

AUM $44.7B
1-Year Est. Return 18.94%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$38.8B
AUM Growth
+$1.58B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
987
New
Increased
Reduced
Closed

Top Buys

1
+$344M
2
+$288M
3
+$162M
4
PWZ icon
Invesco California AMT-Free Municipal Bond ETF
PWZ
+$117M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$102M

Top Sells

1
+$219M
2
+$204M
3
+$137M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$97.9M
5
FLRN icon
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$71.4M

Sector Composition

1 Technology 5.82%
2 Financials 2.61%
3 Communication Services 1.87%
4 Consumer Discretionary 1.84%
5 Healthcare 1.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$3.04M 0.01%
45,111
-3,048
477
$3.04M 0.01%
5,536
+138
478
$3.03M 0.01%
12,217
+1,831
479
$3M 0.01%
68,487
+3,389
480
$2.98M 0.01%
73,039
-1,446
481
$2.97M 0.01%
36,976
-12,866
482
$2.97M 0.01%
56,729
-1,863
483
$2.96M 0.01%
17,109
-762
484
$2.94M 0.01%
35,296
+4,635
485
$2.93M 0.01%
24,115
+4,174
486
$2.91M 0.01%
12,511
-1,841
487
$2.9M 0.01%
45,998
+3,054
488
$2.88M 0.01%
21,665
+3,133
489
$2.87M 0.01%
18,773
+1,520
490
$2.87M 0.01%
15,954
-802
491
$2.86M 0.01%
47,844
+14,614
492
$2.83M 0.01%
54,450
+4,964
493
$2.82M 0.01%
11,255
+2,579
494
$2.79M 0.01%
13,182
+295
495
$2.79M 0.01%
12,467
+2,474
496
$2.78M 0.01%
75,683
+2,462
497
$2.77M 0.01%
19,021
-3,687
498
$2.76M 0.01%
35,093
-2,620
499
$2.72M 0.01%
35,771
+1,062
500
$2.7M 0.01%
40,184
-843
18 19
20
21 22