Wealthfront Advisers

Wealthfront Advisers Portfolio holdings

AUM $45.6B
1-Year Est. Return 18.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$11B
AUM Growth
-$2.47B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
506
New
Increased
Reduced
Closed

Top Buys

1
+$670M
2
+$389M
3
+$97.3M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$95.3M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$63.8M

Top Sells

1
+$496M
2
+$325M
3
+$190M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$118M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$70.3M

Sector Composition

1 Technology 2.22%
2 Financials 1.36%
3 Healthcare 1.13%
4 Consumer Discretionary 1.02%
5 Communication Services 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
– –
-17,154
502
– –
-2,294
503
– –
-11,612
504
– –
-1,635
505
– –
-2,349
506
– –
-2,272
17 18 19 20
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