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
$21.6B
AUM Growth
+$525M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
717
New
Increased
Reduced
Closed

Top Buys

1
+$227M
2
+$194M
3
+$95.9M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$82.9M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$68.6M

Top Sells

1
+$214M
2
+$32.2M
3
+$18.2M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$10M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$7.67M

Sector Composition

1 Technology 3.04%
2 Financials 2.01%
3 Consumer Discretionary 1.47%
4 Healthcare 1.35%
5 Communication Services 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$795K ﹤0.01%
10,362
+1,410
502
$792K ﹤0.01%
3,123
+297
503
$786K ﹤0.01%
4,431
-731
504
$780K ﹤0.01%
54,727
+11,687
505
$777K ﹤0.01%
+9,957
506
$768K ﹤0.01%
5,620
+3,248
507
$765K ﹤0.01%
30,138
-5,966
508
$758K ﹤0.01%
+5,145
509
$755K ﹤0.01%
+14,082
510
$742K ﹤0.01%
3,195
+633
511
$740K ﹤0.01%
2,070
+151
512
$729K ﹤0.01%
+22,049
513
$728K ﹤0.01%
6,688
-373
514
$716K ﹤0.01%
14,953
+1,068
515
$708K ﹤0.01%
29,171
-5,180
516
$706K ﹤0.01%
2,974
+275
517
$699K ﹤0.01%
16,616
+2,718
518
$695K ﹤0.01%
3,640
+1,685
519
$695K ﹤0.01%
1,435
+427
520
$694K ﹤0.01%
6,075
+512
521
$694K ﹤0.01%
10,290
+4,748
522
$693K ﹤0.01%
1,513
+245
523
$692K ﹤0.01%
+4,209
524
$679K ﹤0.01%
27,174
-58
525
$676K ﹤0.01%
6,168
+395
19 20
21
22 23