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
551
$2.24M 0.01%
61,892
+461
552
$2.24M 0.01%
106,862
+3,896
553
$2.22M 0.01%
74,027
-5,944
554
$2.21M 0.01%
31,491
-557
555
$2.2M 0.01%
11,670
-3,690
556
$2.2M 0.01%
38,473
+3,700
557
$2.2M 0.01%
13,915
-2,817
558
$2.16M 0.01%
27,579
+2,566
559
$2.14M 0.01%
25,627
+953
560
$2.13M 0.01%
28,143
-30,275
561
$2.13M 0.01%
6,788
+118
562
$2.11M 0.01%
66,023
-2,012
563
$2.1M 0.01%
17,824
+460
564
$2.09M 0.01%
4,466
+1,841
565
$2.08M 0.01%
16,544
-302
566
$2.07M 0.01%
28,004
-117
567
$2.07M 0.01%
39,734
-10,639
568
$2.06M 0.01%
7,958
+637
569
$2.05M 0.01%
31,308
+1,265
570
$2.05M 0.01%
277
+76
571
$2.03M 0.01%
16,014
+7,582
572
$1.99M 0.01%
66,993
+41,536
573
$1.98M 0.01%
51,057
-2,822
574
$1.98M 0.01%
80,896
+25,338
575
$1.97M 0.01%
14,191
-1,418
21 22
23
24 25