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
651
$1.17M ﹤0.01%
25,881
+5,811
652
$1.17M ﹤0.01%
15,122
-1,606
653
$1.16M ﹤0.01%
29,778
+5,507
654
$1.16M ﹤0.01%
35,402
+18,359
655
$1.16M ﹤0.01%
6,545
+431
656
$1.15M ﹤0.01%
15,521
-1,149
657
$1.14M ﹤0.01%
39,490
+7,957
658
$1.14M ﹤0.01%
4,752
+1,869
659
$1.14M ﹤0.01%
11,305
+3,037
660
$1.1M ﹤0.01%
12,605
-395
661
$1.1M ﹤0.01%
23,873
+10,981
662
$1.1M ﹤0.01%
25,101
-332
663
$1.1M ﹤0.01%
45,019
-504
664
$1.09M ﹤0.01%
8,684
+4,899
665
$1.08M ﹤0.01%
21,587
+301
666
$1.08M ﹤0.01%
2,880
+181
667
$1.08M ﹤0.01%
1,401
+228
668
$1.07M ﹤0.01%
21,405
-644
669
$1.07M ﹤0.01%
7,988
+460
670
$1.06M ﹤0.01%
48,431
+27,161
671
$1.06M ﹤0.01%
8,550
-58
672
$1.05M ﹤0.01%
6,839
+383
673
$1.05M ﹤0.01%
4,819
+1,355
674
$1.05M ﹤0.01%
16,051
-844
675
$1.05M ﹤0.01%
15,568
+2,521
25 26
27
28 29