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
626
$289K ﹤0.01%
5,257
+616
627
$289K ﹤0.01%
7,051
-25,941
628
$284K ﹤0.01%
+3,238
629
$283K ﹤0.01%
+8,551
630
$283K ﹤0.01%
+1,665
631
$282K ﹤0.01%
+2,676
632
$281K ﹤0.01%
3,068
-226
633
$279K ﹤0.01%
876
-624
634
$277K ﹤0.01%
+6,316
635
$273K ﹤0.01%
+1,309
636
$270K ﹤0.01%
3,478
+267
637
$268K ﹤0.01%
1,124
+155
638
$267K ﹤0.01%
+4,397
639
$263K ﹤0.01%
+3,408
640
$262K ﹤0.01%
891
+103
641
$261K ﹤0.01%
+4,262
642
$260K ﹤0.01%
+5,425
643
$260K ﹤0.01%
+822
644
$260K ﹤0.01%
+927
645
$260K ﹤0.01%
13,569
-1,152
646
$258K ﹤0.01%
3,854
-221
647
$256K ﹤0.01%
+4,574
648
$256K ﹤0.01%
+1,234
649
$255K ﹤0.01%
+1,520
650
$255K ﹤0.01%
+6,504
24 25
26
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