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
$38.8B
AUM Growth
+$1.58B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
987
New
Increased
Reduced
Closed

Top Buys

1
+$344M
2
+$288M
3
+$162M
4
PWZ icon
Invesco California AMT-Free Municipal Bond ETF
PWZ
+$117M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$102M

Top Sells

1
+$219M
2
+$204M
3
+$137M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$97.9M
5
FLRN icon
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$71.4M

Sector Composition

1 Technology 5.82%
2 Financials 2.61%
3 Communication Services 1.87%
4 Consumer Discretionary 1.84%
5 Healthcare 1.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$2.44M 0.01%
5,418
+34
527
$2.44M 0.01%
7,762
+2,788
528
$2.44M 0.01%
28,221
-30
529
$2.43M 0.01%
48,395
-1,942
530
$2.42M 0.01%
4,615
-1,560
531
$2.41M 0.01%
31,860
+7,617
532
$2.41M 0.01%
30,433
+2,836
533
$2.4M 0.01%
32,155
-8,185
534
$2.39M 0.01%
14,198
+7,412
535
$2.39M 0.01%
50,267
-3,176
536
$2.38M 0.01%
18,011
+1,360
537
$2.37M 0.01%
20,423
-88
538
$2.37M 0.01%
50,640
+10,903
539
$2.33M 0.01%
14,199
+3,058
540
$2.32M 0.01%
10,648
+1,830
541
$2.32M 0.01%
45,693
+5,615
542
$2.31M 0.01%
45,309
+26,655
543
$2.31M 0.01%
10,870
+633
544
$2.31M 0.01%
12,828
+149
545
$2.3M 0.01%
19,909
+835
546
$2.3M 0.01%
13,330
+5,370
547
$2.29M 0.01%
56,020
+5,264
548
$2.28M 0.01%
22,608
+10,508
549
$2.27M 0.01%
62,101
-1,125
550
$2.24M 0.01%
45,423
+28,845
20 21
22
23 24