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
676
$215K ﹤0.01%
+3,526
677
$213K ﹤0.01%
+4,161
678
$213K ﹤0.01%
3,940
-3,604
679
$212K ﹤0.01%
+773
680
$211K ﹤0.01%
+4,943
681
$210K ﹤0.01%
+1,890
682
$207K ﹤0.01%
+10,459
683
$207K ﹤0.01%
1,370
+227
684
$207K ﹤0.01%
+3,273
685
$206K ﹤0.01%
+7,462
686
$203K ﹤0.01%
437
+13
687
$201K ﹤0.01%
+1,089
688
$187K ﹤0.01%
11,497
+432
689
$99K ﹤0.01%
+10,353
690
– –
-2,245
691
– –
-23,658
692
– –
-13,532
693
– –
-20,391
694
– –
-13,741
695
– –
-16,134
696
– –
-10,963
697
– –
-2,677
698
– –
-2,830
699
– –
-6,906
700
– –
-10,795
25 26 27
28
29