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
551
$553K ﹤0.01%
2,310
-84
552
$553K ﹤0.01%
4,025
+297
553
$544K ﹤0.01%
6,876
+383
554
$539K ﹤0.01%
1,432
+280
555
$537K ﹤0.01%
+3,609
556
$531K ﹤0.01%
3,173
+643
557
$519K ﹤0.01%
4,830
-1,046
558
$506K ﹤0.01%
7,552
-70
559
$498K ﹤0.01%
4,563
-1,786
560
$493K ﹤0.01%
7,148
+628
561
$492K ﹤0.01%
3,380
+1,915
562
$489K ﹤0.01%
1,803
+474
563
$485K ﹤0.01%
+7,722
564
$482K ﹤0.01%
+5,790
565
$477K ﹤0.01%
2,471
+527
566
$474K ﹤0.01%
5,356
-211
567
$473K ﹤0.01%
+5,466
568
$472K ﹤0.01%
+8,199
569
$471K ﹤0.01%
1,194
+478
570
$469K ﹤0.01%
7,644
-603
571
$464K ﹤0.01%
+1,607
572
$458K ﹤0.01%
5,187
-2,340
573
$453K ﹤0.01%
+11,525
574
$452K ﹤0.01%
+2,239
575
$445K ﹤0.01%
2,571
+188
21 22
23
24 25