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
526
$239K ﹤0.01%
+2,275
527
$236K ﹤0.01%
2,388
+159
528
$234K ﹤0.01%
2,885
+446
529
$229K ﹤0.01%
+3,681
530
$229K ﹤0.01%
6,063
+177
531
$222K ﹤0.01%
+8,740
532
$221K ﹤0.01%
+4,359
533
$218K ﹤0.01%
+2,438
534
$218K ﹤0.01%
+5,121
535
$218K ﹤0.01%
+810
536
$216K ﹤0.01%
2,852
-199
537
$216K ﹤0.01%
+3,924
538
$215K ﹤0.01%
+3,540
539
$215K ﹤0.01%
+1,180
540
$215K ﹤0.01%
+2,082
541
$212K ﹤0.01%
+6,334
542
$211K ﹤0.01%
+2,309
543
$207K ﹤0.01%
+1,119
544
$207K ﹤0.01%
+805
545
$206K ﹤0.01%
+1,495
546
$205K ﹤0.01%
446
+4
547
$205K ﹤0.01%
+5,906
548
$204K ﹤0.01%
+770
549
$202K ﹤0.01%
+4,419
550
$201K ﹤0.01%
+5,157
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