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
676
$1.04M ﹤0.01%
16,322
+3,758
677
$1.03M ﹤0.01%
16,597
+4,878
678
$1.02M ﹤0.01%
73,155
-85,758
679
$1.01M ﹤0.01%
6,847
-2,973
680
$1M ﹤0.01%
13,608
-609
681
$995K ﹤0.01%
18,125
-380
682
$983K ﹤0.01%
8,774
+567
683
$976K ﹤0.01%
14,524
-423
684
$976K ﹤0.01%
45,603
+30,285
685
$974K ﹤0.01%
78,365
-19,803
686
$969K ﹤0.01%
16,243
-329
687
$956K ﹤0.01%
11,530
+1,479
688
$940K ﹤0.01%
+43,841
689
$938K ﹤0.01%
42,143
-1,763
690
$935K ﹤0.01%
32,648
-3,217
691
$932K ﹤0.01%
2,808
+800
692
$929K ﹤0.01%
4,303
-297
693
$928K ﹤0.01%
6,465
+3,521
694
$923K ﹤0.01%
9,831
+3,128
695
$921K ﹤0.01%
10,546
+1,022
696
$911K ﹤0.01%
5,945
-1,307
697
$907K ﹤0.01%
13,231
+1,226
698
$897K ﹤0.01%
18,659
-2,417
699
$897K ﹤0.01%
11,501
+999
700
$891K ﹤0.01%
30,322
+3,399
26 27
28
29 30