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

Top Buys

1
+$221M
2
+$188M
3
+$93M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$80.7M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$66.7M

Top Sells

1
+$208M
2
+$31M
3
+$17.6M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$9.94M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$8.07M

Sector Composition

1 Technology 3.04%
2 Financials 2.01%
3 Consumer Discretionary 1.47%
4 Healthcare 1.35%
5 Communication Services 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$672K ﹤0.01%
4,694
-257
527
$670K ﹤0.01%
33,129
+91
528
$651K ﹤0.01%
23,802
-18,975
529
$650K ﹤0.01%
3,705
-261
530
$647K ﹤0.01%
3,554
+524
531
$629K ﹤0.01%
+7,872
532
$627K ﹤0.01%
4,334
+949
533
$625K ﹤0.01%
27,351
-19,392
534
$613K ﹤0.01%
1,421
-171
535
$607K ﹤0.01%
2,970
+628
536
$605K ﹤0.01%
5,856
+188
537
$605K ﹤0.01%
11,880
-3,093
538
$602K ﹤0.01%
5,998
+477
539
$594K ﹤0.01%
4,494
+26
540
$591K ﹤0.01%
16,177
-846
541
$591K ﹤0.01%
3,600
+57
542
$591K ﹤0.01%
+9,578
543
$582K ﹤0.01%
3,890
-1,302
544
$571K ﹤0.01%
10,735
+3,118
545
$570K ﹤0.01%
26,544
+1,584
546
$567K ﹤0.01%
12,655
-477
547
$564K ﹤0.01%
5,336
-16
548
$561K ﹤0.01%
3,124
+604
549
$559K ﹤0.01%
+8,932
550
$558K ﹤0.01%
6,154
+62
20 21
22
23 24