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
601
$352K ﹤0.01%
+2,754
602
$348K ﹤0.01%
4,692
+1,612
603
$345K ﹤0.01%
4,741
+749
604
$344K ﹤0.01%
+2,681
605
$339K ﹤0.01%
2,741
+244
606
$328K ﹤0.01%
+2,315
607
$328K ﹤0.01%
8,174
+857
608
$324K ﹤0.01%
2,934
+224
609
$323K ﹤0.01%
2,414
+111
610
$319K ﹤0.01%
+6,632
611
$314K ﹤0.01%
+9,611
612
$312K ﹤0.01%
+7,835
613
$312K ﹤0.01%
+3,192
614
$309K ﹤0.01%
2,048
+353
615
$307K ﹤0.01%
1,543
+53
616
$302K ﹤0.01%
3,252
-3,276
617
$301K ﹤0.01%
+1,880
618
$299K ﹤0.01%
5,646
+921
619
$299K ﹤0.01%
3,129
+108
620
$298K ﹤0.01%
+10,097
621
$297K ﹤0.01%
5,074
+639
622
$296K ﹤0.01%
4,126
+1,109
623
$296K ﹤0.01%
744
-63
624
$294K ﹤0.01%
7,202
+1,397
625
$290K ﹤0.01%
+1,714
23 24
25
26 27