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
$21.6B
AUM Growth
+$525M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
717
New
Increased
Reduced
Closed

Top Buys

1
+$227M
2
+$194M
3
+$95.9M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$82.9M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$68.6M

Top Sells

1
+$214M
2
+$32.2M
3
+$18.2M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$10M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$7.67M

Sector Composition

1 Technology 3.04%
2 Financials 2.01%
3 Consumer Discretionary 1.47%
4 Healthcare 1.35%
5 Communication Services 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$253K ﹤0.01%
4,367
+473
652
$248K ﹤0.01%
4,122
+48
653
$247K ﹤0.01%
2,885
-71
654
$244K ﹤0.01%
+2,134
655
$244K ﹤0.01%
+1,037
656
$243K ﹤0.01%
+2,831
657
$243K ﹤0.01%
2,377
+132
658
$241K ﹤0.01%
+2,724
659
$240K ﹤0.01%
908
+167
660
$239K ﹤0.01%
+4,355
661
$238K ﹤0.01%
1,197
+139
662
$237K ﹤0.01%
+1,503
663
$235K ﹤0.01%
1,334
-38
664
$231K ﹤0.01%
+745
665
$230K ﹤0.01%
+11,811
666
$228K ﹤0.01%
+918
667
$227K ﹤0.01%
+7,240
668
$226K ﹤0.01%
+1,882
669
$223K ﹤0.01%
+4,487
670
$222K ﹤0.01%
+1,238
671
$221K ﹤0.01%
+5,384
672
$218K ﹤0.01%
+832
673
$217K ﹤0.01%
6,455
-3,143
674
$215K ﹤0.01%
2,974
-5,056
675
$215K ﹤0.01%
747
-1,373
25 26
27
28 29