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
$11.5B
AUM Growth
+$724M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
508
New
Increased
Reduced
Closed

Top Buys

1
+$206M
2
+$95.4M
3
+$68.7M
4
VDE icon
Vanguard Energy ETF
VDE
+$56.5M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$43.3M

Top Sells

1
+$88.4M
2
+$49.8M
3
+$6.38M
4
INTC icon
Intel
INTC
+$2.08M
5
PM icon
Philip Morris
PM
+$1.87M

Sector Composition

1 Financials 1.77%
2 Technology 1.64%
3 Healthcare 0.98%
4 Communication Services 0.92%
5 Consumer Discretionary 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
– –
-2,840
502
– –
-3,720
503
– –
-4,367
504
– –
-15,535
505
– –
-6,258
506
– –
-4,148
507
– –
-2,210
508
– –
-89
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