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
626
$1.41M ﹤0.01%
2,384
+441
627
$1.4M ﹤0.01%
13,181
+2,862
628
$1.4M ﹤0.01%
19,487
-7,182
629
$1.39M ﹤0.01%
47,471
-3,327
630
$1.37M ﹤0.01%
4,834
-997
631
$1.36M ﹤0.01%
17,876
-2,845
632
$1.34M ﹤0.01%
85,249
-1,754
633
$1.32M ﹤0.01%
2,962
+282
634
$1.31M ﹤0.01%
1,115
+310
635
$1.31M ﹤0.01%
25,712
+1,406
636
$1.31M ﹤0.01%
30,231
+1,844
637
$1.3M ﹤0.01%
26,708
+10,855
638
$1.3M ﹤0.01%
40,302
+19,347
639
$1.3M ﹤0.01%
10,260
+2,515
640
$1.29M ﹤0.01%
2,515
+479
641
$1.29M ﹤0.01%
110,454
-2,317
642
$1.27M ﹤0.01%
18,655
-604
643
$1.27M ﹤0.01%
7,920
+2,169
644
$1.25M ﹤0.01%
3,087
+209
645
$1.24M ﹤0.01%
19,347
+1,513
646
$1.23M ﹤0.01%
54,733
+5,056
647
$1.21M ﹤0.01%
9,500
-62
648
$1.19M ﹤0.01%
30,400
-6,632
649
$1.18M ﹤0.01%
40,222
-33,040
650
$1.17M ﹤0.01%
24,602
+5,130
24 25
26
27 28