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
501
$329K ﹤0.01%
+3,988
502
$319K ﹤0.01%
4,081
+350
503
$313K ﹤0.01%
19,858
+3,977
504
$309K ﹤0.01%
+2,214
505
$304K ﹤0.01%
3,589
+201
506
$302K ﹤0.01%
1,838
+99
507
$300K ﹤0.01%
1,306
+26
508
$290K ﹤0.01%
3,667
-114
509
$285K ﹤0.01%
1,220
+180
510
$279K ﹤0.01%
1,674
+225
511
$276K ﹤0.01%
1,447
+92
512
$269K ﹤0.01%
870
+88
513
$268K ﹤0.01%
4,198
+275
514
$266K ﹤0.01%
2,119
+231
515
$263K ﹤0.01%
3,232
+281
516
$261K ﹤0.01%
2,854
+397
517
$258K ﹤0.01%
1,724
+115
518
$258K ﹤0.01%
+7,150
519
$257K ﹤0.01%
+3,465
520
$251K ﹤0.01%
2,792
-6,560
521
$251K ﹤0.01%
6,709
-520
522
$247K ﹤0.01%
+3,344
523
$245K ﹤0.01%
+847
524
$243K ﹤0.01%
780
+19
525
$241K ﹤0.01%
+3,270
19 20
21
22 23