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
576
$1.95M 0.01%
46,172
-6,815
577
$1.94M 0.01%
12,273
+1,916
578
$1.94M 0.01%
5,547
+1,610
579
$1.93M 0.01%
53,851
-7,199
580
$1.93M 0.01%
27,081
+226
581
$1.92M 0.01%
12,540
+3,991
582
$1.92M ﹤0.01%
104,858
+612
583
$1.9M ﹤0.01%
7,250
+685
584
$1.9M ﹤0.01%
9,341
+229
585
$1.9M ﹤0.01%
28,692
+5,018
586
$1.89M ﹤0.01%
38,071
-14,262
587
$1.86M ﹤0.01%
932
588
$1.86M ﹤0.01%
20,603
+3,336
589
$1.81M ﹤0.01%
9,624
-1,709
590
$1.81M ﹤0.01%
33,422
-9,478
591
$1.78M ﹤0.01%
6,191
-515
592
$1.76M ﹤0.01%
13,714
+455
593
$1.76M ﹤0.01%
10,015
-4,864
594
$1.74M ﹤0.01%
31,029
-2,916
595
$1.73M ﹤0.01%
10,497
-2,071
596
$1.71M ﹤0.01%
33,153
+14,756
597
$1.71M ﹤0.01%
15,389
+2,200
598
$1.69M ﹤0.01%
11,356
+38
599
$1.67M ﹤0.01%
18,134
-3,933
600
$1.65M ﹤0.01%
11,564
-137
22 23
24
25 26