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
576
$444K ﹤0.01%
4,615
+626
577
$444K ﹤0.01%
3,120
+196
578
$438K ﹤0.01%
+3,034
579
$436K ﹤0.01%
+1,672
580
$434K ﹤0.01%
1,605
+380
581
$431K ﹤0.01%
2,046
+103
582
$424K ﹤0.01%
4,913
+1,032
583
$423K ﹤0.01%
11,977
+471
584
$416K ﹤0.01%
+3,798
585
$412K ﹤0.01%
1,141
+154
586
$400K ﹤0.01%
+5,010
587
$400K ﹤0.01%
+5,597
588
$397K ﹤0.01%
4,361
+551
589
$393K ﹤0.01%
+8,080
590
$388K ﹤0.01%
3,198
+9
591
$383K ﹤0.01%
+2,216
592
$382K ﹤0.01%
973
+12
593
$369K ﹤0.01%
1,153
+374
594
$365K ﹤0.01%
6,579
-367
595
$362K ﹤0.01%
+5,995
596
$362K ﹤0.01%
1,733
+418
597
$360K ﹤0.01%
+13,954
598
$355K ﹤0.01%
+7,192
599
$355K ﹤0.01%
1,741
+149
600
$354K ﹤0.01%
4,413
+319
22 23
24
25 26